Financial Synergies Wealth Advisors, Inc. Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 33,163 shares of DFAT stock, worth $1.89 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

33,163

Previous 33,490 0.98%

Holding current value

$1.89 Million

Previous $1.86 Billion 0.92%

% of portfolio

0.23%

Previous 0.23%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$54.54 - $61.04 $17,834 - $19,960	-327 Reduced 0.98%	33,163 $1.85 Billion
Q3 2024 Oct 07, 2024	SELL	$51.0 - $57.07 $6,171 - $6,905	-121 Reduced 0.36%	33,490 $1.86 Billion
Q2 2024 Jul 23, 2024	BUY	$50.18 - $54.47 $6,322 - $6,863	126 Added 0.38%	33,611 $1.74 Billion
Q1 2024 Apr 12, 2024	SELL	$49.45 - $54.43 $427,445 - $470,492	-8,644 Reduced 20.52%	33,485 $1.82 Billion
Q4 2023 Apr 04, 2024	BUY	$42.71 - $53.09 $365,085 - $453,813	8,548 Added 25.45%	42,129 $1.85 Billion
Q3 2023 Apr 04, 2024	SELL	$45.07 - $49.71 $3,695 - $4,076	-82 Reduced 0.24%	33,581 $1.53 Billion
Q2 2023 Apr 04, 2024	SELL	$41.44 - $46.39 $283,159 - $316,982	-6,833 Reduced 16.87%	33,663 $1.56 Billion
Q1 2023 Apr 04, 2024	SELL	$42.38 - $49.75 $69,206 - $81,241	-1,633 Reduced 3.88%	40,496 $1.8 Billion
Q4 2022 Apr 04, 2024	SELL	$40.24 - $46.91 $1,931 - $2,251	-48 Reduced 0.11%	42,129 $1.85 Billion
Q3 2022 Apr 04, 2024	SELL	$38.84 - $46.6 $90,186 - $108,205	-2,322 Reduced 5.22%	42,177 $1.64 Billion
Q2 2022 Apr 04, 2024	BUY	$39.72 - $47.15 $1.77 Million - $2.1 Million	44,499 New	44,499 $1.79 Billion
Q1 2022 Apr 05, 2024	SELL	$44.35 - $48.64 $1.7 Million - $1.86 Million	-38,283 Closed	0 $0
Q4 2021 Apr 05, 2024	SELL	$44.48 - $49.36 $17,614 - $19,546	-396 Reduced 1.02%	38,283 $1.82 Billion
Q3 2021 Apr 05, 2024	SELL	$41.66 - $45.84 $155,808 - $171,441	-3,740 Reduced 8.82%	38,679 $1.72 Billion
Q2 2021 Apr 05, 2024	BUY	$43.52 - $46.03 $12,620 - $13,348	290 Added 0.69%	42,419 $1.9 Billion

Others Institutions Holding DFAT

# of Institutions

743

Shares Held

166M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
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Financial Synergies Wealth Advisors, Inc. Dimensional ETF Tr U S Target Transaction History