Financial Synergies Wealth Advisors »

Dow shares owned by Financial Synergies Wealth Advisors

Quarter-by-quarter ownership of Dow (DOW) shares owned by Financial Synergies Wealth Advisors from 13F filings

Historical chart of Financial Synergies Wealth Advisors investment in Dow

Tip: Access up to 7 years of quarterly data

All positions including Dow held by Financial Synergies Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dow by Financial Synergies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $44k 765 57.93
2023-12-31 $11k 213 50.39
2023-09-30 $39k 751 51.56
2023-06-30 $40k 744 53.27
2023-03-31 $40k 737 54.84
2022-12-31 $11k 213 50.39
2022-09-30 $9.4k 213 43.93
2022-06-30 $11k 213 51.61

More positions owned by Financial Synergies Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)

View all positions for Financial Synergies Wealth Advisors

Top funds holding Dow

Vanguard Group
BlackRock
Jpmorgan Chase & Co
Pzena Investment Management
Geode Capital Management
Dimensional Fund Advisors
UBS Group
Northern Trust
Susquehanna International
Bank of America Corporation
Bank of New York Mellon
Legal & General Group
FMR
State Farm Mutual Automobile Insurance Company
Barclays

View all funds holding Dow