Synergy Asset Management, LLC Dimensional ETF Tr Short Durat Transaction History
Synergy Asset Management, LLC
- $2.76 Billion
- Q3 2025
A detailed history of Synergy Asset Management, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Synergy Asset Management, LLC holds 29,067 shares of DFSD stock, worth $1.4 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
29,067Holding current value
$1.4 Million% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding DFSD
# of Institutions
388Shares Held
84.7MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO5.06MShares$244 Million2.96% of portfolio
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Savant Capital, LLC4.15MShares$200 Million1.12% of portfolio
-
Apella Capital, LLC4MShares$193 Million4.51% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS3.24MShares$156 Million1.75% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.96MShares$143 Million11.13% of portfolio