Synergy Investment Management, LLC Dimensional ETF Tr Transaction History
Synergy Investment Management, LLC
- $233 Billion
- Q4 2024
A detailed history of Synergy Investment Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Synergy Investment Management, LLC holds 2,000 shares of DFAU stock, worth $83,580. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,000Holding current value
$83,580% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
449Shares Held
2.18BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$82.8 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$3.25 Billion21.06% of portfolio
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Sequoia Financial Advisors, LLC4.94MShares$207 Million1.73% of portfolio
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Parsec Financial Management, Inc.4.15MShares$173 Million5.04% of portfolio
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Modera Wealth Management, LLC3.64MShares$152 Million1.81% of portfolio