Financial Synergies Wealth Advisors, Inc. Dimensional ETF Tr 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 stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 58,319 shares of DFIV stock, worth $2.04 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
58,319
Previous 59,568
2.1%
Holding current value
$2.04 Million
Previous $2.14 Billion
3.73%
% of portfolio
0.28%
Previous 0.29%
Shares
13 transactions
Others Institutions Holding DFIV
# of Institutions
559Shares Held
193MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$678 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$662 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$390 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$271 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.75MShares$236 Million0.04% of portfolio