Financial Synergies Wealth Advisors, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Financial Synergies Wealth Advisors, Inc.
- $988 Billion
- Q3 2025
A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 32,529 shares of DFAC stock, worth $1.27 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
32,529
Previous 32,441
0.27%
Holding current value
$1.27 Million
Previous $1.16 Billion
7.91%
% of portfolio
0.13%
Previous 0.13%
Shares
18 transactions
Others Institutions Holding DFAC
# of Institutions
1,155Shares Held
841MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.21 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.14 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL40MShares$1.56 Billion23.99% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.46 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$680 Million0.22% of portfolio