SFC
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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
Q2 		$157M Buy
3,036,703
+2,913,225
+2,359% +$146M 12.62% 2
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 $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $494M AUM

SYM Financial Corp's DFAU Position: Q2 2026 in Review

SYM Financial Corp increased its Dimensional US Core Equity Market ETF (DFAU) stake by 2,359% in Q2 2026, buying an estimated $146M and bringing the position to 3,036,703 shares worth $157M. The position accounts for 12.62% of the portfolio, ranked #2.

SYM Financial Corp first reported a position in DFAU in Q2 2023 and has held it in 13 quarters since. 600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • SYM Financial Corp held 3,036,703 shares of Dimensional US Core Equity Market ETF worth $157M as of Q2 2026.
  • SYM Financial Corp bought 2,913,225 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $146M.
  • Dimensional US Core Equity Market ETF made up 12.62% of SYM Financial Corp's portfolio in Q2 2026, its #2 holding.
  • SYM Financial Corp first reported a position in Dimensional US Core Equity Market ETF in Q2 2023 and has held it in 13 quarters since.
  • 600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.