Skip to content
Disclosery

Financial Synergies Wealth Advisors, Inc.: DFUV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Synergies Wealth Advisors, Inc. on DFUV, newest first. How the timeline and the estimate are built.

Financial Synergies Wealth Advisors, Inc. held 318,721 DFUV shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 318,721 shares
    Change vs previous 13F +786 shares

    1.49% of the 13F portfolio, value $17,532,847.

    13F-HR 0002017868-26-000007 filed by Financial Synergies Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 317,935 shares
    Change vs previous 13F -6,260 shares

    1.47% of the 13F portfolio, value $15,407,108.

    13F-HR 0002017868-26-000005 filed by Financial Synergies Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 324,195 shares
    Change vs previous 13F +2,811 shares

    1.46% of the 13F portfolio, value $15,104,253.

    13F-HR 0002017868-26-000003 filed by Financial Synergies Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 321,384 shares
    Change vs previous 13F +4,154 shares

    1.45% of the 13F portfolio, value $14,362,656.

    13F-HR 0002017868-25-000013 filed by Financial Synergies Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 317,230 shares
    Change vs previous 13F +1,098 shares

    1.46% of the 13F portfolio, value $13,412,479.

    13F-HR 0002017868-25-000009 filed by Financial Synergies Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 316,132 shares
    Change vs previous 13F +1,070 shares

    1.59% of the 13F portfolio, value $13,027,795.

    13F-HR 0002017868-25-000007 filed by Financial Synergies Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 315,062 shares
    Change vs previous 13F +890 shares

    1.6% of the 13F portfolio, value $12,892,324.

    13F-HR 0002017868-25-000002 filed by Financial Synergies Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 314,172 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $13,097,813.

    13F-HR 0002017868-24-000002 filed by Financial Synergies Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).