Synergy Asset Management’s Dimensional US Equity ETF DFUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.26M	Buy	27,595 +13,670	+98%	+$1.08M	0.21%	79
2026 Q1	$987K	Buy	13,925 +3,648	+35%	+$270K	0.1%	117
2025 Q4	$762K	Sell	10,277 -11,031	-52%	-$810K	0.08%	109
2025 Q3	$1.48M	Buy	21,308 +15,896	+294%	+$1.11M	0.05%	149
2025 Q2	$363K	Buy	5,412 +1,213	+29%	+$75.1K	0.04%	141
2025 Q1	$254K	Sell	4,199 -1,256	-23%	-$80.3K	0.03%	155
2024 Q4	$344K	Buy	+5,455	New	+$350K	0.03%	169

Other funds holding DFUS

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

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

Synergy Asset Management increased its Dimensional US Equity ETF (DFUS) stake by 98% in Q2 2026, buying an estimated $1.08M and bringing the position to 27,595 shares worth $2.26M. The position accounts for 0.21% of the portfolio, ranked #79.

Synergy Asset Management first reported a position in DFUS in Q4 2024 and has held it in 7 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Synergy Asset Management held 27,595 shares of Dimensional US Equity ETF worth $2.26M as of Q2 2026.
Synergy Asset Management bought 13,670 Dimensional US Equity ETF shares in Q2 2026, an estimated $1.08M.
Dimensional US Equity ETF made up 0.21% of Synergy Asset Management's portfolio in Q2 2026, its #79 holding.
Synergy Asset Management first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 7 quarters since.
871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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