SYM Financial Corp’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$656K	Sell	17,444 -80	-0.5%	-$3.07K	0.05%	125
2026 Q2	$653K	Hold	17,524	–	–	0.05%	109
2026 Q1	$623K	Sell	17,524 -83	-0.5%	-$3.02K	0.06%	101
2025 Q4	$607K	Sell	17,607 -24	-0.1%	-$801	0.06%	102
2025 Q3	$578K	Hold	17,631	–	–	0.06%	99
2025 Q2	$548K	Buy	17,631 +3,638	+26%	+$107K	0.06%	115
2025 Q1	$389K	Buy	13,993 +46	+0.3%	+$1.26K	0.05%	134
2024 Q4	$360K	Buy	13,947 +759	+6%	+$20.4K	0.05%	133
2024 Q3	$371K	Buy	13,188 +132	+1%	+$3.58K	0.05%	97
2024 Q2	$343K	Buy	13,056 +1	+0%	+$27	0.05%	84
2024 Q1	$349K	Buy	13,055 +14	+0.1%	+$359	0.06%	64
2023 Q4	$333K	Buy	13,041 +10,547	+423%	+$251K	0.05%	67
2023 Q3	$58.2K	Buy	2,494 +2	+0.1%	+$49	0.01%	124
2023 Q2	$60.5K	Buy	2,492 +2	+0.1%	+$49	0.01%	77
2023 Q1	$59.9K	Hold	2,490	–	–	0.01%	74
2022 Q4	$55.7K	Buy	+2,490	New	+$53.2K	0.01%	81

Other funds holding DFIC

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return

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

RW Investment Management Eagle, Idaho $1.13B AUM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

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

SYM Financial Corp reduced its Dimensional International Core Equity 2 ETF (DFIC) stake by 0.46% in Q3 2026, selling an estimated $3.07K and leaving 17,444 shares worth $656K. The position accounts for 0.05% of the portfolio, ranked #125.

SYM Financial Corp first reported a position in DFIC in Q4 2022 and has held it in 16 quarters since. 413 funds tracked by Wall St. Rank hold DFIC as of Q3 2026.

SYM Financial Corp held 17,444 shares of Dimensional International Core Equity 2 ETF worth $656K as of Q3 2026.
SYM Financial Corp sold 80 Dimensional International Core Equity 2 ETF shares in Q3 2026, an estimated $3.07K.
Dimensional International Core Equity 2 ETF made up 0.05% of SYM Financial Corp's portfolio in Q3 2026, its #125 holding.
SYM Financial Corp first reported a position in Dimensional International Core Equity 2 ETF in Q4 2022 and has held it in 16 quarters since.
413 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q3 2026.

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