Financial Synergies Wealth Advisors, Inc. Dimensional ETF Tr Transaction History
Financial Synergies Wealth Advisors, Inc.
- $742 Billion
- Q2 2024
Shares
7 transactions
Others Institutions Holding DFAE
# of Institutions
434Shares Held
123MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$326 Million1.28% of portfolio
-
Ubs Group Ag5.12MShares$132 Million0.03% of portfolio
-
Envestnet Asset Management Inc4.33MShares$111 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.9MShares$100 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.66MShares$94.2 Million0.26% of portfolio