SFC
DFAI

SYM Financial Corp’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

SYM Financial Corp’s Portfolio DFAI Stock Details DFAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$254M Sell
6,518,468
-90,064
-1% -$3.6M 25.37% 1
2025
Q4 		$252M Sell
6,608,532
-87,889
-1% -$3.26M 25.87% 1
2025
Q3 		$243M Buy
6,696,421
+81,862
+1% +$2.9M 26.04% 1
2025
Q2 		$229M Sell
6,614,559
-56,639
-0.8% -$1.86M 25.59% 1
2025
Q1 		$208M Buy
6,671,198
+22,657
+0.3% +$700K 25.67% 1
2024
Q4 		$194M Buy
6,648,541
+343,875
+5% +$10.4M 25.1% 1
2024
Q3 		$200M Buy
6,304,666
+67,148
+1% +$2.06M 26.81% 1
2024
Q2 		$185M Buy
6,237,518
+146,736
+2% +$4.4M 29.5% 1
2024
Q1 		$184M Sell
6,090,782
-56,215
-0.9% -$1.63M 30.37% 1
2023
Q4 		$176M Sell
6,146,997
-229,072
-4% -$6.12M 28.5% 1
2023
Q3 		$166M Buy
6,376,069
+129,889
+2% +$3.53M 29.55% 1
2023
Q2 		$171M Buy
6,246,180
+531,528
+9% +$14.5M 34.59% 1
2023
Q1 		$154M Buy
5,714,652
+264,335
+5% +$7.02M 33.98% 1
2022
Q4 		$136M Buy
+5,450,317
New +$131M 32.45% 1

Other funds holding DFAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SYM Financial Corp's DFAI Position: Q1 2026 in Review

SYM Financial Corp reduced its Dimensional International Core Equity Market ETF (DFAI) stake by 1.4% in Q1 2026, selling an estimated $3.6M and leaving 6,518,468 shares worth $254M. The position accounts for 25.37% of the portfolio, ranked #1.

SYM Financial Corp first reported a position in DFAI in Q4 2022 and has held it in 14 quarters since. 791 funds tracked by Wall St. Rank hold DFAI as of Q1 2026.

  • SYM Financial Corp held 6,518,468 shares of Dimensional International Core Equity Market ETF worth $254M as of Q1 2026.
  • SYM Financial Corp sold 90,064 Dimensional International Core Equity Market ETF shares in Q1 2026, an estimated $3.6M.
  • Dimensional International Core Equity Market ETF made up 25.37% of SYM Financial Corp's portfolio in Q1 2026, its #1 holding.
  • SYM Financial Corp first reported a position in Dimensional International Core Equity Market ETF in Q4 2022 and has held it in 14 quarters since.
  • 791 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.