SFC
DFUS

SYM Financial Corp’s Dimensional US Equity ETF DFUS Stock Holding History

SYM Financial Corp’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$133K Hold
1,625
– – 0.01% 405
2026
Q1 		$115K Hold
1,625
– – 0.01% 340
2025
Q4 		$121K Buy
1,625
+378
+30% +$27.8K 0.01% 340
2025
Q3 		$90.3K Hold
1,247
– – 0.01% 349
2025
Q2 		$83.6K Hold
1,247
– – 0.01% 345
2025
Q1 		$75.4K Hold
1,247
– – 0.01% 296
2024
Q4 		$79.5K Hold
1,247
– – 0.01% 269
2024
Q3 		$77.6K Hold
1,247
– – 0.01% 211
2024
Q2 		$73.4K Hold
1,247
– – 0.01% 191
2024
Q1 		$71.1K Hold
1,247
– – 0.01% 119
2023
Q4 		$64.6K Hold
1,247
– – 0.01% 128
2023
Q3 		$58K Hold
1,247
– – 0.01% 125
2023
Q2 		$60.1K Hold
1,247
– – 0.01% 78
2023
Q1 		$55.4K Hold
1,247
– – 0.01% 75
2022
Q4 		$51.9K Buy
+1,247
New +$52.1K 0.01% 82

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

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

SYM Financial Corp held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 1,625 shares worth $133K. The position accounts for 0.01% of the portfolio, ranked #405.

SYM Financial Corp first reported a position in DFUS in Q4 2022 and has held it in 15 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • SYM Financial Corp held 1,625 shares of Dimensional US Equity ETF worth $133K as of Q2 2026.
  • SYM Financial Corp left its Dimensional US Equity ETF share count unchanged in Q2 2026.
  • Dimensional US Equity ETF made up 0.01% of SYM Financial Corp's portfolio in Q2 2026, its #405 holding.
  • SYM Financial Corp first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • 871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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