SYM Financial Corp
DFIV icon

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
Q3 		$80.7K Hold
1,444
– – 0.01% 457
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

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

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

SYM Financial Corp held its Dimensional International Value ETF (DFIV) position steady in Q3 2026 at 1,444 shares worth $80.7K. The position accounts for 0.01% of the portfolio, ranked #457.

SYM Financial Corp first reported a position in DFIV in Q4 2022 and has held it in 16 quarters since. 589 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

  • SYM Financial Corp held 1,444 shares of Dimensional International Value ETF worth $80.7K as of Q3 2026.
  • SYM Financial Corp left its Dimensional International Value ETF share count unchanged in Q3 2026.
  • Dimensional International Value ETF made up 0.01% of SYM Financial Corp's portfolio in Q3 2026, its #457 holding.
  • SYM Financial Corp first reported a position in Dimensional International Value ETF in Q4 2022 and has held it in 16 quarters since.
  • 589 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

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