Financial Synergies Wealth Advisors, Inc. Dimensional ETF Tr Core Fxd In 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 Core Fxd In stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 315,591 shares of DFCF stock, worth $13.2 Million. This represents 1.74% of its overall portfolio holdings.

Number of Shares

315,591

Previous 1,113,777 71.66%

Holding current value

$13.2 Million

Previous $46.2 Billion 71.37%

% of portfolio

1.74%

Previous 7.16%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	SELL	$41.54 - $42.6 $33.2 Million - $34 Million	-798,186 Reduced 71.66%	315,591 $13.2 Billion
Q4 2023 Apr 04, 2024	SELL	$39.52 - $42.54 $4.09 Million - $4.4 Million	-103,447 Reduced 8.5%	1,113,777 $46.2 Billion
Q3 2023 Apr 04, 2024	BUY	$40.3 - $42.05 $1.49 Million - $1.56 Million	37,070 Added 3.14%	1,217,224 $49.1 Billion
Q2 2023 Apr 04, 2024	BUY	$41.55 - $42.94 $1.7 Million - $1.75 Million	40,817 Added 3.58%	1,180,154 $49.2 Billion
Q1 2023 Apr 04, 2024	BUY	$41.26 - $43.27 $1.05 Million - $1.11 Million	25,560 Added 2.29%	1,139,337 $48.4 Billion

Q4 2022 Apr 04, 2024	BUY	$40.28 - $42.74 $1.88 Million - $1.99 Million	46,628 Added 4.37%	1,113,777 $46.2 Billion
Q3 2022 Apr 04, 2024	BUY	$41.42 - $44.91 $90,088 - $97,679	2,175 Added 0.2%	1,067,149 $43.7 Billion
Q2 2022 Apr 04, 2024	BUY	$42.49 - $46.23 $45.3 Million - $49.2 Million	1,064,974 New	1,064,974 $46.5 Billion

Others Institutions Holding DFCF

# of Institutions

289

Shares Held

78.8M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
Sector ETFs
Industry ETFs

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Financial Synergies Wealth Advisors, Inc. Dimensional ETF Tr Core Fxd In Transaction History