Dimensional Etf Trust shares owned by Financial Synergies Wealth Advisors
Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) 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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Quarterly reported holdings in Dimensional Etf Trust by Financial Synergies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $3.2M | 64k | 49.90 |
| 2025-09-30 | $2.8M | 61k | 46.12 |
| 2025-06-30 | $2.6M | 61k | 42.83 |
| 2025-03-31 | $2.4M | 61k | 39.36 |
| 2024-12-31 | $2.1M | 60k | 35.48 |
| 2024-09-30 | $2.2M | 58k | 38.08 |
| 2024-06-30 | $2.1M | 60k | 35.94 |
| 2024-03-31 | $2.1M | 59k | 36.75 |
| 2023-12-31 | $1.5M | 50k | 30.40 |
| 2023-09-30 | $1.8M | 54k | 32.62 |
| 2023-06-30 | $1.7M | 52k | 32.85 |
| 2023-03-31 | $1.7M | 52k | 32.23 |
| 2022-12-31 | $1.5M | 50k | 30.40 |
| 2022-09-30 | $923k | 36k | 25.76 |
| 2022-06-30 | $1.0M | 36k | 28.89 |
| 2021-12-31 | $990k | 30k | 32.82 |
| 2021-09-30 | $973k | 30k | 32.75 |
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