SFC
DFAU icon

SYM Financial Corp’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

SYM Financial Corp’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.57M Buy
123,478
+5,109
+4% +$240K 0.56% 18
2025
Q4 		$5.54M Buy
118,369
+5,386
+5% +$250K 0.57% 19
2025
Q3 		$5.17M Buy
112,983
+2,296
+2% +$101K 0.55% 17
2025
Q2 		$4.69M Buy
110,687
+2,476
+2% +$97.1K 0.52% 19
2025
Q1 		$4.16M Buy
108,211
+1,378
+1% +$55.9K 0.51% 20
2024
Q4 		$4.33M Buy
106,833
+1,442
+1% +$58.9K 0.56% 19
2024
Q3 		$4.18M Buy
105,391
+2,197
+2% +$83.9K 0.56% 17
2024
Q2 		$3.87M Buy
103,194
+4,164
+4% +$151K 0.62% 15
2024
Q1 		$3.62M Buy
99,030
+19,056
+24% +$660K 0.6% 17
2023
Q4 		$2.66M Buy
79,974
+16,375
+26% +$508K 0.43% 20
2023
Q3 		$1.9M Buy
63,599
+4,795
+8% +$149K 0.34% 21
2023
Q2 		$1.82M Buy
+58,804
New +$1.72M 0.37% 18

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $380M AUM 17.5% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $316M AUM