SYM Financial Corp’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$35.5K	Hold	682	–	–	﹤0.01%	450
2026 Q1	$35.3K	Buy	682 +383	+128%	+$19.9K	﹤0.01%	371
2025 Q4	$15.5K	Hold	299	–	–	﹤0.01%	396
2025 Q3	$15.9K	Hold	299	–	–	﹤0.01%	388
2025 Q2	$15.7K	Hold	299	–	–	﹤0.01%	394
2025 Q1	$15.4K	Hold	299	–	–	﹤0.01%	332
2024 Q4	$15.2K	Buy	299 +110	+58%	+$5.73K	﹤0.01%	309
2024 Q3	$10K	Buy	189 +108	+133%	+$5.65K	﹤0.01%	253
2024 Q2	$4.14K	Hold	81	–	–	﹤0.01%	245
2024 Q1	$4.19K	Hold	81	–	–	﹤0.01%	163
2023 Q4	$4.2K	Hold	81	–	–	﹤0.01%	172
2023 Q3	$4.04K	Buy	+81	New	+$4.12K	﹤0.01%	174

Other funds holding DFSB

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

PWM

Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return

Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

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

SYM Financial Corp held its Dimensional Global Sustainability Fixed Income ETF (DFSB) position steady in Q2 2026 at 682 shares worth $35.5K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

SYM Financial Corp first reported a position in DFSB in Q3 2023 and has held it in 12 quarters since. 123 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

SYM Financial Corp held 682 shares of Dimensional Global Sustainability Fixed Income ETF worth $35.5K as of Q2 2026.
SYM Financial Corp left its Dimensional Global Sustainability Fixed Income ETF share count unchanged in Q2 2026.
Dimensional Global Sustainability Fixed Income ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q2 2026, its #450 holding.
SYM Financial Corp first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q3 2023 and has held it in 12 quarters since.
123 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

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