Financial Synergies Wealth Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Financial Synergies Wealth Advisors, Inc.
- $805 Billion
- Q3 2024
Shares
7 transactions
Others Institutions Holding DFSV
# of Institutions
340Shares Held
95.2MCall Options Held
10.1KPut Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$252 Million3.73% of portfolio
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Savant Capital, LLC6.57MShares$202 Million1.72% of portfolio
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Jmg Financial Group, Ltd.5.2MShares$160 Million5.67% of portfolio
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Ci Private Wealth, LLC Miami, FL3.43MShares$105 Million0.15% of portfolio
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Mather Group, Llc. Chicago, IL2.97MShares$91.3 Million1.18% of portfolio