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Synergy Financial Group’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Synergy Financial Group’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-11,699
Closed -$342K – 84
2023
Q4 		$342K Buy
+11,699
New +$317K 0.42% 55

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RWM
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Synergy Financial Group's DFAC Position: Q1 2024 in Review

Synergy Financial Group sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q1 2024, closing a stake of 11,699 shares — an estimated $342K sold.

Synergy Financial Group first reported a position in DFAC in Q4 2023 and held it in 1 quarter. The position peaked at $342K in Q4 2023. 800 funds tracked by Wall St. Rank hold DFAC as of Q1 2024.

  • Synergy Financial Group reported no remaining Dimensional US Core Equity 2 ETF position as of Q1 2024 after selling out during the quarter.
  • Synergy Financial Group sold 11,699 Dimensional US Core Equity 2 ETF shares in Q1 2024, an estimated $342K.
  • Synergy Financial Group first reported a position in Dimensional US Core Equity 2 ETF in Q4 2023 and held it in 1 quarter.
  • Synergy Financial Group's Dimensional US Core Equity 2 ETF position peaked at $342K in Q4 2023.
  • 800 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2024.

Based on Synergy Financial Group's 13F filing for Q1 2024, filed 15 May 2024.