SFC
SYM Financial Corp’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $560K | Buy |
15,617
+1,130
| +8% | +$40.5K | 0.06% | 111 |
|
|
2025
Q1 | $478K | Buy |
14,487
+2,214
| +18% | +$73K | 0.06% | 112 |
|
|
2024
Q4 | $425K | Buy |
12,273
+704
| +6% | +$24.4K | 0.05% | 116 |
|
|
2024
Q3 | $397K | Sell |
11,569
-358
| -3% | -$12.3K | 0.05% | 90 |
|
|
2024
Q2 | $385K | Hold |
11,927
| – | – | 0.06% | 74 |
|
|
2024
Q1 | $381K | Sell |
11,927
-250
| -2% | -$7.99K | 0.06% | 60 |
|
|
2023
Q4 | $356K | Buy |
12,177
+103
| +0.9% | +$3.01K | 0.06% | 64 |
|
|
2023
Q3 | $316K | Buy |
+12,074
| New | +$316K | 0.06% | 66 |
|