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

Synergy Asset Management, LLC

  • $851 Million
  • Q2 2025

A detailed history of Synergy Asset Management, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Synergy Asset Management, LLC holds 5,412 shares of DFUS stock, worth $393,939. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,412
Previous 4,199 28.89%
Holding current value
$393,939
Previous $253,000 43.08%
% of portfolio
0.04%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
BUY
$53.65 - $67.02 $65,077 - $81,295
1,213 Added 28.89%
5,412 $362,000
Q1 2025

Apr 22, 2025
SELL
$59.61 - $66.71 $74,870 - $83,787
-1,256 Reduced 23.02%
4,199 $253,000
Q4 2024

Jan 23, 2025
BUY
$61.52 - $66.5 $335,591 - $362,757
5,455 New
5,455 $347,000

Others Institutions Holding DFUS

# of Institutions
802
Shares Held
197M
Call Options Held
3.8K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S EQUITY

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