Dimensional Fund Advisors
SYM icon

Dimensional Fund Advisors’s Symbotic SYM Stock Holding History

Dimensional Fund Advisors’s Portfolio SYM Stock Details SYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.91M Buy
109,385
+370
+0.3% +$18.9K ﹤0.01% 2548
2026
Q1 		$5.79M Buy
109,015
+22,895
+27% +$1.31M ﹤0.01% 2455
2025
Q4 		$5.13M Buy
86,120
+12,005
+16% +$793K ﹤0.01% 2520
2025
Q3 		$3.99M Buy
74,115
+14,419
+24% +$729K ﹤0.01% 2601
2025
Q2 		$2.32M Buy
59,696
+791
+1% +$20.7K ﹤0.01% 2726
2025
Q1 		$1.19M Buy
58,905
+9,124
+18% +$233K ﹤0.01% 2845
2024
Q4 		$1.18M Sell
49,781
-11,404
-19% -$324K ﹤0.01% 2884
2024
Q3 		$1.49M Buy
61,185
+17,818
+41% +$484K ﹤0.01% 2846
2024
Q2 		$1.52M Buy
43,367
+8,415
+24% +$340K ﹤0.01% 2823
2024
Q1 		$1.57M Buy
34,952
+9,263
+36% +$406K ﹤0.01% 2838
2023
Q4 		$1.32M Buy
25,689
+4,386
+21% +$192K ﹤0.01% 2877
2023
Q3 		$712K Buy
21,303
+8,440
+66% +$347K ﹤0.01% 2986
2023
Q2 		$551K Buy
+12,863
New +$423K ﹤0.01% 3045

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $736M AUM 12.95% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors's SYM Position: Q2 2026 in Review

Dimensional Fund Advisors increased its Symbotic (SYM) stake by 0.34% in Q2 2026, buying an estimated $18.9K and bringing the position to 109,385 shares worth $4.91M. The position accounts for ﹤0.01% of the portfolio, ranked #2548.

Dimensional Fund Advisors first reported a position in SYM in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.79M in Q1 2026. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Dimensional Fund Advisors held 109,385 shares of Symbotic worth $4.91M as of Q2 2026.
  • Dimensional Fund Advisors bought 370 Symbotic shares in Q2 2026, an estimated $18.9K.
  • Symbotic made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #2548 holding.
  • Dimensional Fund Advisors first reported a position in Symbotic in Q2 2023 and has held it in 13 quarters since.
  • Dimensional Fund Advisors's Symbotic position peaked at $5.79M in Q1 2026.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.