SYM Financial Corp’s U.S. Small Cap Portfolio ETF Class Shares 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 Q3	$19.7K	Hold	254	–	–	﹤0.01%	498
2026 Q2	$20.9K	Hold	254	–	–	﹤0.01%	466
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 $179B AUM 16.96% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

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

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

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

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

SYM Financial Corp held its U.S. Small Cap Portfolio ETF Class Shares (DFAS) position steady in Q3 2026 at 254 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #498.

SYM Financial Corp first reported a position in DFAS in Q4 2022 and has held it in 16 quarters since. The position peaked at $20.9K in Q2 2026. 553 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

SYM Financial Corp held 254 shares of U.S. Small Cap Portfolio ETF Class Shares worth $19.7K as of Q3 2026.
SYM Financial Corp left its U.S. Small Cap Portfolio ETF Class Shares share count unchanged in Q3 2026.
U.S. Small Cap Portfolio ETF Class Shares made up ﹤0.01% of SYM Financial Corp's portfolio in Q3 2026, its #498 holding.
SYM Financial Corp first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2022 and has held it in 16 quarters since.
SYM Financial Corp's U.S. Small Cap Portfolio ETF Class Shares position peaked at $20.9K in Q2 2026.
553 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2026.

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