Financial Synergies Wealth Advisors, Inc. Dimensional ETF Tr Transaction History
Financial Synergies Wealth Advisors, Inc.
- $806 Billion
- Q4 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 60,111 shares of DFIV stock, worth $2.41 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
60,111
Previous 58,319
3.07%
Holding current value
$2.41 Million
Previous $2.22 Billion
3.96%
% of portfolio
0.26%
Previous 0.28%
Shares
14 transactions
Others Institutions Holding DFIV
# of Institutions
629Shares Held
214MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$822 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.8MShares$715 Million1.56% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$449 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$333 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$282 Million0.17% of portfolio