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Synergy Investment Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Synergy Investment Management’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$272K Hold
3,300
– – 0.07% 141
2026
Q1 		$235K Hold
3,300
– – 0.08% 123
2025
Q4 		$230K Hold
3,300
– – 0.08% 121
2025
Q3 		$226K Buy
+3,300
New +$220K 0.09% 119
2025
Q2 		– Sell
-2,050
Closed -$122K – 190
2025
Q1 		$122K Hold
2,050
– – 0.05% 156
2024
Q4 		$133K Buy
+2,050
New +$137K 0.06% 152

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Synergy Investment Management held its Dimensional US Small Cap ETF (DFAS) position steady in Q2 2026 at 3,300 shares worth $272K. The position accounts for 0.07% of the portfolio, ranked #141.

Synergy Investment Management first reported a position in DFAS in Q4 2024 and has held it in 6 quarters since. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Synergy Investment Management held 3,300 shares of Dimensional US Small Cap ETF worth $272K as of Q2 2026.
  • Synergy Investment Management left its Dimensional US Small Cap ETF share count unchanged in Q2 2026.
  • Dimensional US Small Cap ETF made up 0.07% of Synergy Investment Management's portfolio in Q2 2026, its #141 holding.
  • Synergy Investment Management first reported a position in Dimensional US Small Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

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