SYM Financial Corp’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$49.2K	Hold	894	–	–	﹤0.01%	471
2026 Q2	$49.2K	Hold	894	–	–	﹤0.01%	437
2026 Q1	$43.3K	Hold	894	–	–	﹤0.01%	365
2025 Q4	$41.7K	Hold	894	–	–	﹤0.01%	366
2025 Q3	$40K	Hold	894	–	–	﹤0.01%	365
2025 Q2	$37.8K	Hold	894	–	–	﹤0.01%	367
2025 Q1	$36.8K	Hold	894	–	–	﹤0.01%	316
2024 Q4	$36.6K	Hold	894	–	–	﹤0.01%	286
2024 Q3	$37.3K	Hold	894	–	–	0.01%	231
2024 Q2	$35.1K	Hold	894	–	–	0.01%	215
2024 Q1	$36.6K	Hold	894	–	–	0.01%	136
2023 Q4	$33.3K	Hold	894	–	–	0.01%	152
2023 Q3	$30.4K	Hold	894	–	–	0.01%	140
2023 Q2	$30.8K	Hold	894	–	–	0.01%	88
2023 Q1	$29.9K	Hold	894	–	–	0.01%	84
2022 Q4	$29.9K	Buy	+894	New	+$29.7K	0.01%	92

Other funds holding DFUV

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Trust Company of the South Greensboro, North Carolina $714M AUM 17.67% 1-Year Est. Return

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

SYM Financial Corp held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q3 2026 at 894 shares worth $49.2K. The position accounts for ﹤0.01% of the portfolio, ranked #471.

SYM Financial Corp first reported a position in DFUV in Q4 2022 and has held it in 16 quarters since. The position peaked at $49.2K in Q2 2026. 501 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

SYM Financial Corp held 894 shares of Dimensional US Marketwide Value ETF worth $49.2K as of Q3 2026.
SYM Financial Corp left its Dimensional US Marketwide Value ETF share count unchanged in Q3 2026.
Dimensional US Marketwide Value ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q3 2026, its #471 holding.
SYM Financial Corp first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and has held it in 16 quarters since.
SYM Financial Corp's Dimensional US Marketwide Value ETF position peaked at $49.2K in Q2 2026.
501 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

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