Synergy Asset Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Synergy Asset Management, LLC
- $902 Million
- Q4 2025
A detailed history of Synergy Asset Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Synergy Asset Management, LLC holds 8,210 shares of DFAC stock, worth $317,152. This represents 0.04% of its overall portfolio holdings.
Number of Shares
8,210
Previous 24,630
66.67%
Holding current value
$317,152
Previous $949,000
66.6%
% of portfolio
0.04%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
1,200Shares Held
822MCall Options Held
10.4KPut Options Held
20.1K-
Mercer Global Advisors Inc Denver, CO61.2MShares$2.37 Billion4.02% of portfolio
-
Forum Financial Management, LP Lombard, IL41.1MShares$1.59 Billion23.82% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.44 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.5MShares$676 Million0.21% of portfolio
-
Apella Capital, LLC13.9MShares$538 Million11.36% of portfolio