SYM Financial Corp’s Dimensional US Small Cap ETF DFAS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$18.1K	Hold	254	–	–	﹤0.01%	391
2025 Q4	$17.7K	Hold	254	–	–	﹤0.01%	395
2025 Q3	$17.4K	Hold	254	–	–	﹤0.01%	386
2025 Q2	$16.2K	Hold	254	–	–	﹤0.01%	391
2025 Q1	$15.2K	Hold	254	–	–	﹤0.01%	333
2024 Q4	$16.5K	Hold	254	–	–	﹤0.01%	308
2024 Q3	$16.5K	Hold	254	–	–	﹤0.01%	247
2024 Q2	$15.3K	Hold	254	–	–	﹤0.01%	234
2024 Q1	$15.8K	Hold	254	–	–	﹤0.01%	149
2023 Q4	$15.1K	Hold	254	–	–	﹤0.01%	163
2023 Q3	$13.3K	Hold	254	–	–	﹤0.01%	155
2023 Q2	$13.9K	Hold	254	–	–	﹤0.01%	98
2023 Q1	$13.4K	Hold	254	–	–	﹤0.01%	91
2022 Q4	$13K	Buy	+254	New	+$13.1K	﹤0.01%	105

Other funds holding DFAS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

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

SYM Financial Corp held its Dimensional US Small Cap ETF (DFAS) position steady in Q1 2026 at 254 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #391.

SYM Financial Corp first reported a position in DFAS in Q4 2022 and has held it in 14 quarters since. 880 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

SYM Financial Corp held 254 shares of Dimensional US Small Cap ETF worth $18.1K as of Q1 2026.
SYM Financial Corp left its Dimensional US Small Cap ETF share count unchanged in Q1 2026.
Dimensional US Small Cap ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q1 2026, its #391 holding.
SYM Financial Corp first reported a position in Dimensional US Small Cap ETF in Q4 2022 and has held it in 14 quarters since.
880 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

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