Dimensional Etf Trust shares owned by Financial Synergies Wealth Advisors
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAT) shares owned by Financial Synergies Wealth Advisors
from 13F filings
Historical chart of Financial Synergies Wealth Advisors investment in Dimensional Etf Trust
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All positions including Dimensional Etf Trust held by Financial Synergies Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Dimensional Etf Trust by Financial Synergies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 32k | 58.21 |
| 2025-06-30 | $1.8M | 33k | 53.96 |
| 2025-03-31 | $1.7M | 33k | 51.49 |
| 2024-12-31 | $1.8M | 33k | 55.66 |
| 2024-09-30 | $1.9M | 34k | 55.63 |
| 2024-06-30 | $1.7M | 34k | 51.87 |
| 2024-03-31 | $1.8M | 34k | 54.43 |
| 2023-12-31 | $1.9M | 42k | 43.95 |
| 2023-09-30 | $1.5M | 34k | 45.69 |
| 2023-06-30 | $1.6M | 34k | 46.39 |
| 2023-03-31 | $1.8M | 41k | 44.50 |
| 2022-12-31 | $1.9M | 42k | 43.95 |
| 2022-09-30 | $1.6M | 42k | 38.97 |
| 2022-06-30 | $1.8M | 45k | 40.22 |
| 2021-12-31 | $1.8M | 38k | 47.52 |
| 2021-09-30 | $1.7M | 39k | 44.40 |
| 2021-06-30 | $1.9M | 42k | 44.80 |
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