Synergy Asset Management’s Dimensional International Value ETF DFIV Stock Holding History

Synergy Asset Management’s Portfolio DFIV Stock Details DFIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.22M	Buy	+22,665	New	+$1.25M	0.12%	112

Other funds holding DFIV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Synergy Asset Management's DFIV Position: Q2 2026 in Review

Synergy Asset Management opened a new position in Dimensional International Value ETF (DFIV) in Q2 2026: 22,665 shares worth $1.22M. The stake represents 0.12% of the portfolio and ranks #112 among its holdings.

892 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

Synergy Asset Management held 22,665 shares of Dimensional International Value ETF worth $1.22M as of Q2 2026.
Dimensional International Value ETF was a new Synergy Asset Management position in Q2 2026.
Dimensional International Value ETF made up 0.12% of Synergy Asset Management's portfolio in Q2 2026, its #112 holding.
892 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.