Financial Synergies Wealth Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Financial Synergies Wealth Advisors, Inc.
- $742 Billion
- Q2 2024
Shares
7 transactions
Others Institutions Holding DFSV
# of Institutions
303Shares Held
73.6MCall Options Held
0Put Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$259 Million3.65% of portfolio
-
Jmg Financial Group, Ltd.4.66MShares$147 Million5.49% of portfolio
-
Savant Capital, LLC2.83MShares$89.2 Million0.98% of portfolio
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Ep Wealth Advisors, LLC Torrance, CA2.67MShares$84.1 Million0.95% of portfolio
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Ci Private Wealth, LLC Miami, FL2.21MShares$69.7 Million0.1% of portfolio