Financial Synergies Wealth Advisors, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Financial Synergies Wealth Advisors, Inc.
- $805 Billion
- Q3 2024
A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 31,630 shares of DFAC stock, worth $1.12 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
31,630
Previous 31,543
0.28%
Holding current value
$1.12 Million
Previous $1.02 Billion
6.65%
% of portfolio
0.13%
Previous 0.14%
Shares
14 transactions
Others Institutions Holding DFAC
# of Institutions
921Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.77 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.33 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.32 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$626 Million0.28% of portfolio