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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024

SELL
$34.66 - $38.38 $43,290 - $47,936
-1,249 Reduced 2.1%
58,319 $2.22 Billion
Q2 2024

Jul 23, 2024

BUY
$35.5 - $38.02 $38,659 - $41,403
1,089 Added 1.86%
59,568 $2.14 Billion
Q1 2024

Apr 12, 2024

BUY
$33.15 - $36.75 $273,653 - $303,371
8,255 Added 16.44%
58,479 $2.15 Billion
Q4 2023

Apr 04, 2024

SELL
$30.86 - $34.46 $121,032 - $135,152
-3,922 Reduced 7.24%
50,224 $1.53 Billion
Q3 2023

Apr 04, 2024

BUY
$32.1 - $34.42 $71,069 - $76,205
2,214 Added 4.26%
54,146 $1.77 Billion
Q2 2023

Apr 04, 2024

SELL
$31.45 - $33.77 $8,585 - $9,219
-273 Reduced 0.52%
51,932 $1.71 Billion
Q1 2023

Apr 04, 2024

BUY
$30.43 - $33.38 $60,281 - $66,125
1,981 Added 3.94%
52,205 $1.68 Billion
Q4 2022

Apr 04, 2024

BUY
$25.88 - $31.1 $372,413 - $447,529
14,390 Added 40.16%
50,224 $1.53 Billion
Q3 2022

Apr 04, 2024

BUY
$25.71 - $30.57 $9,127 - $10,852
355 Added 1.0%
35,834 $923 Million
Q2 2022

Apr 04, 2024

BUY
$28.66 - $33.84 $1.02 Million - $1.2 Million
35,479 New
35,479 $1.02 Billion
Q1 2022

Apr 05, 2024

SELL
$30.75 - $35.49 $927,266 - $1.07 Million
-30,155 Closed
0 $0
Q4 2021

Apr 05, 2024

BUY
$31.61 - $34.21 $14,034 - $15,189
444 Added 1.49%
30,155 $990 Million
Q3 2021

Apr 05, 2024

SELL
$32.25 - $33.65 $661,544 - $690,262
-20,513 Reduced 40.84%
29,711 $973 Million

Others Institutions Holding DFIV

About DIMENSIONAL ETF TR


  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
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