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

Financial Synergies Wealth Advisors, Inc.

$762 Billion
Q1 2024

A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 33,485 shares of DFAT stock, worth $1.71 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

33,485

Previous 42,129 20.52%

Holding current value

$1.71 Million

Previous $1.85 Billion 1.56%

% of portfolio

0.24%

Previous 0.29%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	SELL	$49.45 - $54.43 $427,445 - $470,492	-8,644 Reduced 20.52%	33,485 $1.82 Billion
Q4 2023 Apr 04, 2024	BUY	$42.71 - $53.09 $365,085 - $453,813	8,548 Added 25.45%	42,129 $1.85 Billion
Q3 2023 Apr 04, 2024	SELL	$45.07 - $49.71 $3,695 - $4,076	-82 Reduced 0.24%	33,581 $1.53 Billion
Q2 2023 Apr 04, 2024	SELL	$41.44 - $46.39 $283,159 - $316,982	-6,833 Reduced 16.87%	33,663 $1.56 Billion
Q1 2023 Apr 04, 2024	SELL	$42.38 - $49.75 $69,206 - $81,241	-1,633 Reduced 3.88%	40,496 $1.8 Billion

Q4 2022 Apr 04, 2024	SELL	$43.22 - $46.91 $2,074 - $2,251	-48 Reduced 0.11%	42,129 $1.85 Billion
Q3 2022 Apr 04, 2024	SELL	$39.41 - $46.6 $91,510 - $108,205	-2,322 Reduced 5.22%	42,177 $1.64 Billion
Q2 2022 Apr 04, 2024	BUY	$39.72 - $47.15 $1.77 Million - $2.1 Million	44,499 New	44,499 $1.79 Billion
Q1 2022 Apr 05, 2024	SELL	$44.35 - $48.64 $1.7 Million - $1.86 Million	-38,283 Closed	0 $0
Q4 2021 Apr 05, 2024	SELL	$44.48 - $49.36 $17,614 - $19,546	-396 Reduced 1.02%	38,283 $1.82 Billion
Q3 2021 Apr 05, 2024	SELL	$41.66 - $45.84 $155,808 - $171,441	-3,740 Reduced 8.82%	38,679 $1.72 Billion
Q2 2021 Apr 05, 2024	BUY	$43.52 - $46.03 $12,620 - $13,348	290 Added 0.69%	42,419 $1.9 Billion

Others Institutions Holding DFAT

# of Institutions

632

Shares Held

151M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

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