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Synergy Investment Management’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Synergy Investment Management’s Portfolio DFAE Stock Details DFAE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.1K Buy
+210
New +$7.34K ﹤0.01% 533
2025
Q2 		– Sell
-205
Closed -$5.3K – 188
2025
Q1 		$5.3K Hold
205
– – ﹤0.01% 445
2024
Q4 		$5.18K Buy
+205
New +$5.42K ﹤0.01% 459

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Synergy Investment Management's DFAE Position: Q1 2026 in Review

Synergy Investment Management opened a new position in Dimensional Emerging Core Equity Market ETF (DFAE) in Q1 2026: 210 shares worth $7.1K. The stake represents ﹤0.01% of the portfolio and ranks #533 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in DFAE as recently as Q1 2025.

Synergy Investment Management first reported a position in DFAE in Q4 2024 and has held it in 3 quarters since. 669 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

  • Synergy Investment Management held 210 shares of Dimensional Emerging Core Equity Market ETF worth $7.1K as of Q1 2026.
  • Dimensional Emerging Core Equity Market ETF was a new Synergy Investment Management position in Q1 2026.
  • Dimensional Emerging Core Equity Market ETF made up ﹤0.01% of Synergy Investment Management's portfolio in Q1 2026, its #533 holding.
  • Synergy Investment Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2024 and has held it in 3 quarters since.
  • 669 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.