Financial Synergies Wealth Advisors, Inc. Dimensional ETF Tr U S Small C Transaction History

Financial Synergies Wealth Advisors, Inc.

$805 Billion
Q3 2024

A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 244,715 shares of DFAS stock, worth $16.7 Million. This represents 1.97% of its overall portfolio holdings.

Number of Shares

244,715

Previous 237,631 2.98%

Holding current value

$16.7 Million

Previous $14.3 Billion 11.17%

% of portfolio

1.97%

Previous 1.92%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	BUY	$59.25 - $65.33 $419,727 - $462,797	7,084 Added 2.98%	244,715 $15.9 Billion
Q2 2024 Jul 23, 2024	BUY	$57.42 - $62.37 $2.48 Million - $2.69 Million	43,199 Added 22.22%	237,631 $14.3 Billion
Q1 2024 Apr 12, 2024	BUY	$56.66 - $62.34 $10.5 Million - $11.6 Million	185,337 Added 2037.79%	194,432 $12.1 Billion
Q4 2023 Apr 04, 2024	SELL	$48.83 - $60.51 $6,445 - $7,987	-132 Reduced 1.43%	9,095 $465 Million
Q3 2023 Apr 04, 2024	BUY	$51.84 - $57.67 $42,197 - $46,943	814 Added 9.68%	9,227 $484 Million
Q2 2023 Apr 04, 2024	SELL	$49.85 - $54.8 $34,895 - $38,360	-700 Reduced 7.68%	8,413 $461 Million
Q1 2023 Apr 04, 2024	BUY	$50.35 - $57.8 $906 - $1,040	18 Added 0.2%	9,113 $480 Million
Q4 2022 Apr 04, 2024	SELL	$47.77 - $54.73 $6,114 - $7,005	-128 Reduced 1.39%	9,095 $465 Million
Q3 2022 Apr 04, 2024	BUY	$46.47 - $55.84 $13,336 - $16,026	287 Added 3.21%	9,223 $429 Million
Q2 2022 Apr 04, 2024	BUY	$46.65 - $56.4 $416,864 - $503,990	8,936 New	8,936 $429 Million
Q1 2022 Apr 05, 2024	SELL	$53.45 - $60.82 $567,745 - $646,030	-10,622 Closed	0 $0
Q4 2021 Apr 05, 2024	BUY	$56.67 - $63.93 $15,357 - $17,325	271 Added 2.62%	10,622 $637 Million
Q3 2021 Apr 05, 2024	BUY	$54.69 - $59.43 $1,257 - $1,366	23 Added 0.22%	10,351 $595 Million
Q2 2021 Apr 05, 2024	BUY	$56.37 - $58.95 $69,504 - $72,685	1,233 Added 13.56%	10,328 $603 Million

Others Institutions Holding DFAS

# of Institutions

701

Shares Held

108M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
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Financial Synergies Wealth Advisors, Inc. Dimensional ETF Tr U S Small C Transaction History