SFC
DFLV icon

SYM Financial Corp’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

SYM Financial Corp’s Portfolio DFLV Stock Details DFLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$494K Hold
12,497
– – 0.04% 152
2026
Q1 		$446K Hold
12,497
– – 0.04% 150
2025
Q4 		$428K Hold
12,497
– – 0.04% 154
2025
Q3 		$411K Hold
12,497
– – 0.04% 146
2025
Q2 		$388K Sell
12,497
-77
-0.6% -$2.28K 0.04% 161
2025
Q1 		$384K Hold
12,574
– – 0.05% 136
2024
Q4 		$378K Hold
12,574
– – 0.05% 126
2024
Q3 		$387K Hold
12,574
– – 0.05% 92
2024
Q2 		$364K Sell
12,574
-498
-4% -$14.5K 0.06% 81
2024
Q1 		$392K Hold
13,072
– – 0.06% 57
2023
Q4 		$354K Buy
+13,072
New +$329K 0.06% 65

Other funds holding DFLV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

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

SYM Financial Corp held its Dimensional US Large Cap Value ETF (DFLV) position steady in Q2 2026 at 12,497 shares worth $494K. The position accounts for 0.04% of the portfolio, ranked #152.

SYM Financial Corp first reported a position in DFLV in Q4 2023 and has held it in 11 quarters since. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • SYM Financial Corp held 12,497 shares of Dimensional US Large Cap Value ETF worth $494K as of Q2 2026.
  • SYM Financial Corp left its Dimensional US Large Cap Value ETF share count unchanged in Q2 2026.
  • Dimensional US Large Cap Value ETF made up 0.04% of SYM Financial Corp's portfolio in Q2 2026, its #152 holding.
  • SYM Financial Corp first reported a position in Dimensional US Large Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

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