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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
Q2 		$78K Hold
1,444
– – 0.01% 423
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

SYM Financial Corp held its Dimensional International Value ETF (DFIV) position steady in Q2 2026 at 1,444 shares worth $78K. The position accounts for 0.01% of the portfolio, ranked #423.

SYM Financial Corp first reported a position in DFIV in Q4 2022 and has held it in 15 quarters since. 896 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • SYM Financial Corp held 1,444 shares of Dimensional International Value ETF worth $78K as of Q2 2026.
  • SYM Financial Corp left its Dimensional International Value ETF share count unchanged in Q2 2026.
  • Dimensional International Value ETF made up 0.01% of SYM Financial Corp's portfolio in Q2 2026, its #423 holding.
  • SYM Financial Corp first reported a position in Dimensional International Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 896 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

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