Financial Synergies Wealth Advisors, Inc. Dimensional ETF Tr U S Small C 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 U S Small C stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 250,598 shares of DFAS stock, worth $15.4 Million. This represents 2.02% of its overall portfolio holdings.
Number of Shares
250,598
Previous 244,715
2.4%
Holding current value
$15.4 Million
Previous $15.9 Billion
2.75%
% of portfolio
2.02%
Previous 1.97%
Shares
15 transactions
Others Institutions Holding DFAS
# of Institutions
782Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$812 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$461 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$401 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$317 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$167 Million1.82% of portfolio