Financial Synergies Wealth Advisors »

Dell Technologies shares owned by Financial Synergies Wealth Advisors

Quarter-by-quarter ownership of Dell Technologies (DELL) shares owned by Financial Synergies Wealth Advisors from 13F filings

Historical chart of Financial Synergies Wealth Advisors investment in Dell Technologies

Tip: Access up to 7 years of quarterly data

All positions including Dell Technologies 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 Dell Technologies by Financial Synergies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $217k 1.3k 164.13
2023-06-30 $973 18 54.11
2022-06-30 $323 7 46.29

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)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Financial Synergies Wealth Advisors

Top funds holding Dell Technologies

Vanguard Group
BlackRock
Vanguard Capital Management
Jane Street
Bank of America Corporation
State Street Corporation
Susquehanna International
Invesco
Citadel Advisors
Vanguard Portfolio Management
Geode Capital Management
Goldman Sachs Group
Morgan Stanley
FMR
UBS Group

View all funds holding Dell Technologies