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Synergy Investment Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Synergy Investment Management’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$39.6K Hold
719
– – 0.01% 414
2026
Q1 		$34.9K Buy
+719
New +$35.3K 0.01% 329

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SC
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Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

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

Synergy Investment Management held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 719 shares worth $39.6K. The position accounts for 0.01% of the portfolio, ranked #414.

Synergy Investment Management first reported a position in DFUV in Q1 2026 and has held it in 2 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Synergy Investment Management held 719 shares of Dimensional US Marketwide Value ETF worth $39.6K as of Q2 2026.
  • Synergy Investment Management left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
  • Dimensional US Marketwide Value ETF made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #414 holding.
  • Synergy Investment Management first reported a position in Dimensional US Marketwide Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

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