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 $2.18 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

58,319

Previous 59,568 2.1%

Holding current value

$2.18 Million

Previous $2.14 Billion 3.73%

% of portfolio

0.28%

Previous 0.29%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

541

Shares Held

190M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Synergies Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Synergies Wealth Advisors, Inc. with notifications on news.

Account

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