Financial Synergies Wealth Advisors, Inc. Dimensional ETF Tr Transaction History
Financial Synergies Wealth Advisors, Inc.
- $742 Billion
- Q2 2024
A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 59,568 shares of DFIV stock, worth $2.24 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
59,568
Previous 58,479
1.86%
Holding current value
$2.24 Million
Previous $2.15 Billion
0.38%
% of portfolio
0.29%
Previous 0.28%
Shares
12 transactions
Others Institutions Holding DFIV
# of Institutions
528Shares Held
184MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO16.7MShares$628 Million1.52% of portfolio
-
Envestnet Asset Management Inc14.7MShares$551 Million0.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$420 Million4.47% of portfolio
-
Savant Capital, LLC7.26MShares$273 Million2.57% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$252 Million0.04% of portfolio