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Dimensional Etf Trust shares owned by Synergy Investment Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAI) shares owned by Synergy Investment Management from 13F filings

Historical chart of Synergy Investment Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Synergy Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Synergy Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $73k 1.9k 38.96
2025-03-31 $58k 1.9k 31.24
2024-12-31 $54k 1.9k 29.19

More positions owned by Synergy Investment Management

Vanguard S&p MF Closed and MF Open (VOO)
Ishares Core MF Closed and MF Open (IVV)
Vanguard Growth MF Closed and MF Open (VUG)
Ishares U S MF Closed and MF Open (DYNF)
State Street MF Closed and MF Open (SPYV)
State Street MF Closed and MF Open (SPYG)
State Street MF Closed and MF Open (SPTI)
Ishares Core MF Closed and MF Open (IEMG)
Invesco S&p MF Closed and MF Open (SPHQ)
Capital Group MF Closed and MF Open (CGDV)
Ishares A I MF Closed and MF Open (BAI)
State Street MF Closed and MF Open (SPTS)
Invesco S&p MF Closed and MF Open (SPMO)
Global X MF Closed and MF Open (AUSF)
First Trust MF Closed and MF Open (UCON)

View all positions for Synergy Investment Management

Top funds holding Dimensional Etf Trust

Larry Mathis Financial Planning
Envestnet Asset Management
First Command Advisory Services
Prudential Financial
Coldstream Capital Management
Wiley Bros.-aintree Capital
Bank of America Corporation
Northern Trust
Sym Financial Corporation
Royal Bank of Canada
Root Financial Partners
Mariner Wealth Advisors
UBS Group
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
LPL Financial

View all funds holding Dimensional Etf Trust