Synergy Asset Management, LLC Dimensional ETF Tr U S Core Eq Transaction History

Synergy Asset Management, LLC

  • $776 Million
  • Q1 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 $293,097. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,210
Previous 16,420 50.0%
Holding current value
$293,097
Previous $568,000 52.46%
% of portfolio
0.03%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
SELL
$32.42 - $36.13 $266,168 - $296,627
-8,210 Reduced 50.0%
8,210 $270,000
Q4 2024

Jan 23, 2025
BUY
$33.92 - $36.6 $278,483 - $300,486
8,210 Added 100.0%
16,420 $568,000
Q3 2023

Nov 14, 2023
BUY
$26.05 - $28.22 $213,870 - $231,686
8,210 New
8,210 $215,000

Others Institutions Holding DFAC

# of Institutions
1,093
Shares Held
814M
Call Options Held
46.6K
Put Options Held
600
View Full List

About DIMENSIONAL ETF TR U S CORE EQ

DFAC Quotes by TradingView
  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
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