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

Financial Synergies Wealth Advisors, Inc.

$762 Billion
Q1 2024

A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 309,522 shares of DFUV stock, worth $12.1 Million. This represents 1.66% of its overall portfolio holdings.

Number of Shares

309,522

Previous 356,356 13.14%

Holding current value

$12.1 Million

Previous $11.9 Billion 6.11%

% of portfolio

1.66%

Previous 1.85%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	SELL	$36.22 - $40.9 $1.7 Million - $1.92 Million	-46,834 Reduced 13.14%	309,522 $12.7 Billion
Q4 2023 Apr 04, 2024	BUY	$31.85 - $37.39 $1.43 Million - $1.68 Million	44,847 Added 14.4%	356,356 $11.9 Billion
Q3 2023 Apr 04, 2024	BUY	$33.83 - $36.19 $20,331 - $21,750	601 Added 0.19%	311,509 $10.6 Billion
Q2 2023 Apr 04, 2024	SELL	$32.32 - $34.5 $1.52 Million - $1.62 Million	-47,024 Reduced 13.14%	310,908 $10.7 Billion
Q1 2023 Apr 04, 2024	BUY	$31.9 - $35.83 $50,274 - $56,468	1,576 Added 0.44%	357,932 $12 Billion

Q4 2022 Apr 04, 2024	BUY	$33.0 - $35.36 $45,705 - $48,973	1,385 Added 0.39%	356,356 $11.9 Billion
Q3 2022 Apr 04, 2024	BUY	$30.15 - $34.78 $78,842 - $90,949	2,615 Added 0.74%	354,971 $10.5 Billion
Q2 2022 Apr 04, 2024	BUY	$30.92 - $35.31 $10.9 Million - $12.4 Million	352,356 New	352,356 $11.1 Billion

Others Institutions Holding DFUV

# of Institutions

592

Shares Held

242M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

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