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Synergy Investment Management’s Dimensional International Value ETF DFIV Stock Holding History

Synergy Investment Management’s Portfolio DFIV Stock Details DFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.05K Hold
38
– – ﹤0.01% 894
2026
Q1 		$2.01K Buy
+38
New +$2.01K ﹤0.01% 690

Other funds holding DFIV

Northwestern Mutual Wealth Management
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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Synergy Investment Management held its Dimensional International Value ETF (DFIV) position steady in Q2 2026 at 38 shares worth $2.05K. The position accounts for ﹤0.01% of the portfolio, ranked #894.

Synergy Investment Management first reported a position in DFIV in Q1 2026 and has held it in 2 quarters since. 892 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Synergy Investment Management held 38 shares of Dimensional International Value ETF worth $2.05K as of Q2 2026.
  • Synergy Investment Management left its Dimensional International Value ETF share count unchanged in Q2 2026.
  • Dimensional International Value ETF made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #894 holding.
  • Synergy Investment Management first reported a position in Dimensional International Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 892 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

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