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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,050
Closed -$122K – 190
2025
Q1 		$122K Hold
2,050
– – 0.05% 156
2024
Q4 		$133K Buy
+2,050
New +$133K 0.06% 152