Financial Synergies Wealth Advisors, Inc. Dimensional ETF Tr U S Core Eq 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 Core Eq stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 31,721 shares of DFAC stock, worth $1.14 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

31,721

Previous 31,630 0.29%

Holding current value

$1.14 Million

Previous $1.08 Billion 1.17%

% of portfolio

0.14%

Previous 0.13%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$33.92 - $36.6 $3,086 - $3,330	91 Added 0.29%	31,721 $1.1 Billion
Q3 2024 Oct 07, 2024	BUY	$31.05 - $34.29 $2,701 - $2,983	87 Added 0.28%	31,630 $1.08 Billion
Q2 2024 Jul 23, 2024	BUY	$30.09 - $32.37 $2,858 - $3,075	95 Added 0.3%	31,543 $1.02 Billion
Q1 2024 Apr 12, 2024	BUY	$28.62 - $31.95 $13,508 - $15,080	472 Added 1.52%	31,448 $1 Billion
Q4 2023 Apr 04, 2024	SELL	$24.91 - $29.38 $7,398 - $8,725	-297 Reduced 0.95%	30,976 $752 Million
Q3 2023 Apr 04, 2024	BUY	$26.05 - $28.22 $2,969 - $3,217	114 Added 0.37%	31,273 $819 Million
Q2 2023 Apr 04, 2024	BUY	$24.86 - $27.15 $2,684 - $2,932	108 Added 0.35%	31,159 $846 Million
Q1 2023 Apr 04, 2024	BUY	$24.18 - $26.58 $1,813 - $1,993	75 Added 0.24%	31,051 $791 Million
Q4 2022 Apr 04, 2024	BUY	$22.49 - $25.81 $3,530 - $4,052	157 Added 0.51%	30,976 $752 Million
Q3 2022 Apr 04, 2024	BUY	$22.24 - $26.54 $2,646 - $3,158	119 Added 0.39%	30,819 $685 Million
Q2 2022 Apr 04, 2024	BUY	$22.75 - $27.77 $698,425 - $852,539	30,700 New	30,700 $715 Million
Q1 2022 Apr 05, 2024	SELL	$25.76 - $29.21 $787,431 - $892,891	-30,568 Closed	0 $0
Q4 2021 Apr 05, 2024	BUY	$26.63 - $29.09 $3,302 - $3,607	124 Added 0.41%	30,568 $886 Million
Q3 2021 Apr 05, 2024	BUY	$26.06 - $27.9 $2,215 - $2,371	85 Added 0.28%	30,444 $809 Million
Q2 2021 Apr 05, 2024	SELL	$25.92 - $26.98 $15,992 - $16,646	-617 Reduced 1.99%	30,359 $819 Million

Others Institutions Holding DFAC

# of Institutions

944

Shares Held

750M

Call Options Held

76K

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
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Financial Synergies Wealth Advisors, Inc. Dimensional ETF Tr U S Core Eq Transaction History