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

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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
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