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Synergy Investment Management’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Synergy Investment Management’s Portfolio DFCF Stock Details DFCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$70.7K Hold
1,675
– – 0.02% 326
2026
Q1 		$70.7K Buy
+1,675
New +$71.5K 0.02% 241

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FMI
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PHWA
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AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

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

Synergy Investment Management held its Dimensional Core Fixed Income ETF (DFCF) position steady in Q2 2026 at 1,675 shares worth $70.7K. The position accounts for 0.02% of the portfolio, ranked #326.

Synergy Investment Management first reported a position in DFCF in Q1 2026 and has held it in 2 quarters since. The position peaked at $70.7K in Q1 2026. 510 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Synergy Investment Management held 1,675 shares of Dimensional Core Fixed Income ETF worth $70.7K as of Q2 2026.
  • Synergy Investment Management left its Dimensional Core Fixed Income ETF share count unchanged in Q2 2026.
  • Dimensional Core Fixed Income ETF made up 0.02% of Synergy Investment Management's portfolio in Q2 2026, its #326 holding.
  • Synergy Investment Management first reported a position in Dimensional Core Fixed Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Synergy Investment Management's Dimensional Core Fixed Income ETF position peaked at $70.7K in Q1 2026.
  • 510 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

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