SYM Financial Corp’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$239K	Buy	5,890 +2	+0%	+$79	0.02%	319
2026 Q1	$203K	Hold	5,888	–	–	0.02%	313
2025 Q4	$195K	Sell	5,888 -1,702	-22%	-$55.6K	0.02%	326
2025 Q3	$243K	Buy	7,590 +3	+0%	+$93	0.03%	263
2025 Q2	$225K	Buy	7,587 +3	+0%	+$82	0.03%	281
2025 Q1	$201K	Buy	7,584 +1	+0%	+$27	0.02%	265
2024 Q4	$199K	Sell	7,583 -791	-9%	-$21.5K	0.03%	239
2024 Q3	$236K	Buy	8,374 +797	+11%	+$21.4K	0.03%	147
2024 Q2	$203K	Buy	7,577 +3	+0%	+$79	0.03%	157
2024 Q1	$193K	Buy	7,574 +1,705	+29%	+$42.3K	0.03%	95
2023 Q4	$146K	Buy	+5,869	New	+$139K	0.02%	112

Other funds holding DFEM

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

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

SYM Financial Corp increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 0.03% in Q2 2026, buying an estimated $79 and bringing the position to 5,890 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #319.

SYM Financial Corp first reported a position in DFEM in Q4 2023 and has held it in 11 quarters since. The position peaked at $243K in Q3 2025. 596 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

SYM Financial Corp held 5,890 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $239K as of Q2 2026.
SYM Financial Corp bought 2 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $79.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.02% of SYM Financial Corp's portfolio in Q2 2026, its #319 holding.
SYM Financial Corp first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2023 and has held it in 11 quarters since.
SYM Financial Corp's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $243K in Q3 2025.
596 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

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