SYM Financial Corp’s Dimensional International Value ETF DFIV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$76.2K	Hold	1,444	–	–	0.01%	356
2025 Q4	$72.1K	Buy	1,444 +276	+24%	+$13.1K	0.01%	356
2025 Q3	$53.9K	Hold	1,168	–	–	0.01%	362
2025 Q2	$50K	Buy	1,168 +552	+90%	+$22.5K	0.01%	361
2025 Q1	$24.2K	Hold	616	–	–	﹤0.01%	326
2024 Q4	$21.9K	Hold	616	–	–	﹤0.01%	303
2024 Q3	$23.5K	Hold	616	–	–	﹤0.01%	242
2024 Q2	$22.1K	Hold	616	–	–	﹤0.01%	229
2024 Q1	$22.6K	Hold	616	–	–	﹤0.01%	146
2023 Q4	$21.2K	Hold	616	–	–	﹤0.01%	162
2023 Q3	$20.1K	Hold	616	–	–	﹤0.01%	148
2023 Q2	$20.2K	Hold	616	–	–	﹤0.01%	94
2023 Q1	$19.9K	Hold	616	–	–	﹤0.01%	86
2022 Q4	$18.7K	Buy	+616	New	+$17.9K	﹤0.01%	101

Other funds holding DFIV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SYM Financial Corp's DFIV Position: Q1 2026 in Review

SYM Financial Corp held its Dimensional International Value ETF (DFIV) position steady in Q1 2026 at 1,444 shares worth $76.2K. The position accounts for 0.01% of the portfolio, ranked #356.

SYM Financial Corp first reported a position in DFIV in Q4 2022 and has held it in 14 quarters since. 849 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

SYM Financial Corp held 1,444 shares of Dimensional International Value ETF worth $76.2K as of Q1 2026.
SYM Financial Corp left its Dimensional International Value ETF share count unchanged in Q1 2026.
Dimensional International Value ETF made up 0.01% of SYM Financial Corp's portfolio in Q1 2026, its #356 holding.
SYM Financial Corp first reported a position in Dimensional International Value ETF in Q4 2022 and has held it in 14 quarters since.
849 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.