Financial Synergies Wealth Advisors, Inc. Dimensional ETF Tr Transaction History
Financial Synergies Wealth Advisors, Inc.
- $742 Billion
- Q2 2024
Shares
4 transactions
Others Institutions Holding DFAU
# of Institutions
383Shares Held
98.3MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$166 Million2.04% of portfolio
-
Modera Wealth Management, LLC4.18MShares$158 Million2.33% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$157 Million5.04% of portfolio
-
Aquire Wealth Advisors, LLC3.23MShares$122 Million41.25% of portfolio
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Blankinship & Foster, LLC Solana Beach, CA2.67MShares$101 Million25.27% of portfolio