SIM
DFUS icon

Synergy Investment Management’s Dimensional US Equity ETF DFUS Stock Holding History

Synergy Investment Management’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$210K Buy
2,569
+268
+12% +$21.2K 0.05% 168
2026
Q1 		$163K Buy
+2,301
New +$171K 0.05% 154

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

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

Synergy Investment Management increased its Dimensional US Equity ETF (DFUS) stake by 12% in Q2 2026, buying an estimated $21.2K and bringing the position to 2,569 shares worth $210K. The position accounts for 0.05% of the portfolio, ranked #168.

Synergy Investment Management first reported a position in DFUS in Q1 2026 and has held it in 2 quarters since. 875 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Synergy Investment Management held 2,569 shares of Dimensional US Equity ETF worth $210K as of Q2 2026.
  • Synergy Investment Management bought 268 Dimensional US Equity ETF shares in Q2 2026, an estimated $21.2K.
  • Dimensional US Equity ETF made up 0.05% of Synergy Investment Management's portfolio in Q2 2026, its #168 holding.
  • Synergy Investment Management first reported a position in Dimensional US Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 875 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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