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Synergy Asset Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Synergy Asset Management’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7,638
Closed -$279K – 147
2024
Q1 		$279K Buy
+7,638
New +$265K 0.05% 107

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $17.9B AUM 21.2% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $381M AUM 17.5% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $452M AUM 16.63% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $335M AUM 19.38% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
MWP
Meridian Wealth Partners Exton, Pennsylvania $729M AUM 15.61% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Synergy Asset Management's DFAU Position: Q2 2024 in Review

Synergy Asset Management sold out of Dimensional US Core Equity Market ETF (DFAU) in Q2 2024, closing a stake of 7,638 shares — an estimated $279K sold.

Synergy Asset Management first reported a position in DFAU in Q1 2024 and held it in 1 quarter. The position peaked at $279K in Q1 2024. 385 funds tracked by Wall St. Rank hold DFAU as of Q2 2024.

  • Synergy Asset Management reported no remaining Dimensional US Core Equity Market ETF position as of Q2 2024 after selling out during the quarter.
  • Synergy Asset Management sold 7,638 Dimensional US Core Equity Market ETF shares in Q2 2024, an estimated $279K.
  • Synergy Asset Management first reported a position in Dimensional US Core Equity Market ETF in Q1 2024 and held it in 1 quarter.
  • Synergy Asset Management's Dimensional US Core Equity Market ETF position peaked at $279K in Q1 2024.
  • 385 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2024.

Based on Synergy Asset Management's 13F filing for Q2 2024, filed 5 Aug 2024.