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 Q2	$77K	Buy	1,867 +3	+0.2%	+$123	0.02%	312
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 $424B AUM 22.9% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

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

SFC

SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Synergy Investment Management's DFAI Position: Q2 2026 in Review

Synergy Investment Management increased its Dimensional International Core Equity Market ETF (DFAI) stake by 0.16% in Q2 2026, buying an estimated $123 and bringing the position to 1,867 shares worth $77K. The position accounts for 0.02% of the portfolio, ranked #312.

Synergy Investment Management first reported a position in DFAI in Q4 2024 and has held it in 4 quarters since. 832 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

Synergy Investment Management held 1,867 shares of Dimensional International Core Equity Market ETF worth $77K as of Q2 2026.
Synergy Investment Management bought 3 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $123.
Dimensional International Core Equity Market ETF made up 0.02% of Synergy Investment Management's portfolio in Q2 2026, its #312 holding.
Synergy Investment Management first reported a position in Dimensional International Core Equity Market ETF in Q4 2024 and has held it in 4 quarters since.
832 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.