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Synergy Investment Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Synergy Investment Management’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$90.2K Buy
+2,000
New +$94K 0.03% 202
2025
Q2 		– Sell
-2,000
Closed -$76.9K – 191
2025
Q1 		$76.9K Hold
2,000
– – 0.03% 183
2024
Q4 		$81K Buy
+2,000
New +$81.7K 0.03% 187

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $381M AUM 17.5% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $316M AUM

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

Synergy Investment Management opened a new position in Dimensional US Core Equity Market ETF (DFAU) in Q1 2026: 2,000 shares worth $90.2K. The stake represents 0.03% of the portfolio and ranks #202 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in DFAU as recently as Q1 2025.

Synergy Investment Management first reported a position in DFAU in Q4 2024 and has held it in 3 quarters since. 572 funds tracked by Wall St. Rank hold DFAU as of Q1 2026.

  • Synergy Investment Management held 2,000 shares of Dimensional US Core Equity Market ETF worth $90.2K as of Q1 2026.
  • Dimensional US Core Equity Market ETF was a new Synergy Investment Management position in Q1 2026.
  • Dimensional US Core Equity Market ETF made up 0.03% of Synergy Investment Management's portfolio in Q1 2026, its #202 holding.
  • Synergy Investment Management first reported a position in Dimensional US Core Equity Market ETF in Q4 2024 and has held it in 3 quarters since.
  • 572 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2026.

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