SYM Financial Corp
DFUS icon

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
Q3 		$135K Hold
1,625
– – 0.01% 431
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

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Vise Technologies
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Index Fund Advisors
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Sax Wealth Advisors
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Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
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Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

SYM Financial Corp's DFUS Position: Q3 2026 in Review

SYM Financial Corp held its Dimensional US Equity ETF (DFUS) position steady in Q3 2026 at 1,625 shares worth $135K. The position accounts for 0.01% of the portfolio, ranked #431.

SYM Financial Corp first reported a position in DFUS in Q4 2022 and has held it in 16 quarters since. 562 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • SYM Financial Corp held 1,625 shares of Dimensional US Equity ETF worth $135K as of Q3 2026.
  • SYM Financial Corp left its Dimensional US Equity ETF share count unchanged in Q3 2026.
  • Dimensional US Equity ETF made up 0.01% of SYM Financial Corp's portfolio in Q3 2026, its #431 holding.
  • SYM Financial Corp first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 16 quarters since.
  • 562 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.