SFC
DFSU

SYM Financial Corp’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

SYM Financial Corp’s Portfolio DFSU Stock Details DFSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-120
Closed -$5.21K – 425
2025
Q4 		$5.21K Hold
120
– – ﹤0.01% 405
2025
Q3 		$5.1K Hold
120
– – ﹤0.01% 400
2025
Q2 		$4.71K Hold
120
– – ﹤0.01% 408
2025
Q1 		$4.3K Hold
120
– – ﹤0.01% 343
2024
Q4 		$4.55K Hold
120
– – ﹤0.01% 316
2024
Q3 		$4.46K Hold
120
– – ﹤0.01% 257
2024
Q2 		$4.18K Hold
120
– – ﹤0.01% 244
2024
Q1 		$4.13K Hold
120
– – ﹤0.01% 164
2023
Q4 		$3.74K Hold
120
– – ﹤0.01% 173
2023
Q3 		$3.33K Hold
120
– – ﹤0.01% 178
2023
Q2 		$3.44K Hold
120
– – ﹤0.01% 110
2023
Q1 		$3.19K Buy
+120
New +$3.15K ﹤0.01% 100

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return

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

SYM Financial Corp sold out of Dimensional US Sustainability Core 1 ETF (DFSU) in Q1 2026, closing a stake of 120 shares — an estimated $5.21K sold.

SYM Financial Corp first reported a position in DFSU in Q1 2023 and held it in 12 quarters. The position peaked at $5.21K in Q4 2025. 256 funds tracked by Wall St. Rank hold DFSU as of Q1 2026.

  • SYM Financial Corp reported no remaining Dimensional US Sustainability Core 1 ETF position as of Q1 2026 after selling out during the quarter.
  • SYM Financial Corp sold 120 Dimensional US Sustainability Core 1 ETF shares in Q1 2026, an estimated $5.21K.
  • SYM Financial Corp first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2023 and held it in 12 quarters.
  • SYM Financial Corp's Dimensional US Sustainability Core 1 ETF position peaked at $5.21K in Q4 2025.
  • 256 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2026.

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