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SYM Financial Corp’s Dimensional US Core Equity 2 ETF 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
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

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

SYM Financial Corp's DFAC Position: Q2 2026 in Review

SYM Financial Corp reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 24% in Q2 2026, selling an estimated $177K and leaving 12,962 shares worth $575K. The position accounts for 0.05% of the portfolio, ranked #126.

SYM Financial Corp first reported a position in DFAC in Q3 2023 and has held it in 12 quarters since. The position peaked at $664K in Q1 2026. 1,220 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • SYM Financial Corp held 12,962 shares of Dimensional US Core Equity 2 ETF worth $575K as of Q2 2026.
  • SYM Financial Corp sold 4,133 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $177K.
  • Dimensional US Core Equity 2 ETF made up 0.05% of SYM Financial Corp's portfolio in Q2 2026, its #126 holding.
  • SYM Financial Corp first reported a position in Dimensional US Core Equity 2 ETF in Q3 2023 and has held it in 12 quarters since.
  • SYM Financial Corp's Dimensional US Core Equity 2 ETF position peaked at $664K in Q1 2026.
  • 1,220 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.