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SYM Financial Corp’s Dimensional US Targeted Value ETF DFAT Stock Holding History

SYM Financial Corp’s Portfolio DFAT Stock Details DFAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-546
Closed -$30.4K – 362
2024
Q4 		$30.4K Buy
+546
New +$31.2K ﹤0.01% 294

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FFM
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IFA
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FPAS
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SC
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PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
EWA
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Corient Private Wealth
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JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return

SYM Financial Corp's DFAT Position: Q1 2025 in Review

SYM Financial Corp sold out of Dimensional US Targeted Value ETF (DFAT) in Q1 2025, closing a stake of 546 shares — an estimated $30.4K sold.

SYM Financial Corp first reported a position in DFAT in Q4 2024 and held it in 1 quarter. The position peaked at $30.4K in Q4 2024. 714 funds tracked by Wall St. Rank hold DFAT as of Q1 2025.

  • SYM Financial Corp reported no remaining Dimensional US Targeted Value ETF position as of Q1 2025 after selling out during the quarter.
  • SYM Financial Corp sold 546 Dimensional US Targeted Value ETF shares in Q1 2025, an estimated $30.4K.
  • SYM Financial Corp first reported a position in Dimensional US Targeted Value ETF in Q4 2024 and held it in 1 quarter.
  • SYM Financial Corp's Dimensional US Targeted Value ETF position peaked at $30.4K in Q4 2024.
  • 714 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2025.

Based on SYM Financial Corp's 13F filing for Q1 2025, filed 6 May 2025.