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 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

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Corient Private Wealth

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $3.52B AUM 22.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return