SYM Financial Corp’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

SYM Financial Corp’s Portfolio DFAC Stock Details DFAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$561K	Sell	12,618 -344	-3%	-$15.5K	0.04%	148
2026 Q2	$575K	Sell	12,962 -4,133	-24%	-$177K	0.05%	126
2026 Q1	$664K	Buy	17,095 +1,647	+11%	+$66.4K	0.07%	94
2025 Q4	$612K	Sell	15,448 -11	-0.1%	-$429	0.06%	100
2025 Q3	$596K	Sell	15,459 -158	-1%	-$5.9K	0.06%	94
2025 Q2	$560K	Buy	15,617 +1,130	+8%	+$37.7K	0.06%	111
2025 Q1	$478K	Buy	14,487 +2,214	+18%	+$76.9K	0.06%	112
2024 Q4	$425K	Buy	12,273 +704	+6%	+$24.8K	0.05%	116
2024 Q3	$397K	Sell	11,569 -358	-3%	-$11.8K	0.05%	90
2024 Q2	$385K	Hold	11,927	–	–	0.06%	74
2024 Q1	$381K	Sell	11,927 -250	-2%	-$7.55K	0.06%	60
2023 Q4	$356K	Buy	12,177 +103	+0.9%	+$2.79K	0.06%	64
2023 Q3	$316K	Buy	+12,074	New	+$330K	0.06%	66

Other funds holding DFAC

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

SYM Financial Corp's DFAC Position: Q3 2026 in Review

SYM Financial Corp reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 2.7% in Q3 2026, selling an estimated $15.5K and leaving 12,618 shares worth $561K. The position accounts for 0.04% of the portfolio, ranked #148.

SYM Financial Corp first reported a position in DFAC in Q3 2023 and has held it in 13 quarters since. The position peaked at $664K in Q1 2026. 728 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

SYM Financial Corp held 12,618 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $561K as of Q3 2026.
SYM Financial Corp sold 344 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $15.5K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.04% of SYM Financial Corp's portfolio in Q3 2026, its #148 holding.
SYM Financial Corp first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q3 2023 and has held it in 13 quarters since.
SYM Financial Corp's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $664K in Q1 2026.
728 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.