Synergy Asset Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Synergy Asset Management, LLC
- $2.76 Billion
- Q3 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 24,630 shares of DFAC stock, worth $947,269. This represents 0.03% of its overall portfolio holdings.
Number of Shares
24,630
              Previous 8,210
              
        
           200.0%
        
      
          
        Holding current value
$947,269
            Previous $294,000
            
        
           222.79%
        
      
          
        % of portfolio
0.03%
            Previous 0.03%
          
        Shares
	  4 transactions
	
  Others Institutions Holding DFAC
# of Institutions
1,154Shares Held
841MCall Options Held
36.6KPut Options Held
7.1K- 
    
      Mercer Global Advisors Inc Denver, CO56.6MShares$2.18 Billion4.2% of portfolio
- 
    
      Envestnet Asset Management Inc54.8MShares$2.11 Billion0.6% of portfolio
- 
    
      Forum Financial Management, LP Lombard, IL40MShares$1.54 Billion23.99% of portfolio
- 
    
      Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.43 Billion13.39% of portfolio
- 
    
      Lpl Financial LLC Fort Mill, SC17.4MShares$671 Million0.22% of portfolio