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 $371,912. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,412
Previous 4,199 28.89%
Holding current value
$371,912
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
787
Shares Held
194M
Call Options Held
0
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
Track This Portfolio

Track Synergy Asset Management, LLC Portfolio

Follow Synergy Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Synergy Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Synergy Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email