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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
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

AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
PWM
Parkshore Wealth Management Granite Bay, California $299M AUM 17.95% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return

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

SYM Financial Corp increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 128% in Q1 2026, buying an estimated $19.9K and bringing the position to 682 shares worth $35.3K. The position accounts for ﹤0.01% of the portfolio, ranked #371.

SYM Financial Corp first reported a position in DFSB in Q3 2023 and has held it in 11 quarters since. 118 funds tracked by Wall St. Rank hold DFSB as of Q1 2026.

  • SYM Financial Corp held 682 shares of Dimensional Global Sustainability Fixed Income ETF worth $35.3K as of Q1 2026.
  • SYM Financial Corp bought 383 Dimensional Global Sustainability Fixed Income ETF shares in Q1 2026, an estimated $19.9K.
  • Dimensional Global Sustainability Fixed Income ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q1 2026, its #371 holding.
  • SYM Financial Corp first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q3 2023 and has held it in 11 quarters since.
  • 118 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2026.

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