Synergy Investment Management’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Synergy Investment Management’s Portfolio DFAI Stock Details DFAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$72.6K	Buy	+1,864	New	+$74.6K	0.02%	237
2025 Q2	–	Sell	-1,857	Closed	-$58K	–	189
2025 Q1	$58K	Hold	1,857	–	–	0.02%	216
2024 Q4	$54.2K	Buy	+1,857	New	+$56.3K	0.02%	227

Other funds holding DFAI

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SFC

SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Synergy Investment Management opened a new position in Dimensional International Core Equity Market ETF (DFAI) in Q1 2026: 1,864 shares worth $72.6K. The stake represents 0.02% of the portfolio and ranks #237 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in DFAI as recently as Q1 2025.

Synergy Investment Management first reported a position in DFAI in Q4 2024 and has held it in 3 quarters since. 791 funds tracked by Wall St. Rank hold DFAI as of Q1 2026.

Synergy Investment Management held 1,864 shares of Dimensional International Core Equity Market ETF worth $72.6K as of Q1 2026.
Dimensional International Core Equity Market ETF was a new Synergy Investment Management position in Q1 2026.
Dimensional International Core Equity Market ETF made up 0.02% of Synergy Investment Management's portfolio in Q1 2026, its #237 holding.
Synergy Investment Management first reported a position in Dimensional International Core Equity Market ETF in Q4 2024 and has held it in 3 quarters since.
791 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q1 2026.

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