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
381Shares Held
80.3MCall Options Held
0Put Options Held
0-
Apella Capital, LLC4MShares$193 Million4.51% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.9MShares$188 Million2.67% of portfolio
-
Savant Capital, LLC3.66MShares$176 Million1.15% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.07MShares$148 Million1.76% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.58MShares$124 Million10.42% of portfolio