SYM Financial Corp’s Dimensional International Small Cap Value ETF DISV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$288K	Hold	7,314	–	–	0.03%	230
2025 Q4	$278K	Sell	7,314 -353	-5%	-$12.8K	0.03%	246
2025 Q3	$274K	Hold	7,667	–	–	0.03%	238
2025 Q2	$252K	Sell	7,667 -1,593	-17%	-$49K	0.03%	255
2025 Q1	$270K	Sell	9,260 -643	-6%	-$18.1K	0.03%	191
2024 Q4	$263K	Hold	9,903	–	–	0.03%	175
2024 Q3	$288K	Hold	9,903	–	–	0.04%	119
2024 Q2	$266K	Sell	9,903 -560	-5%	-$15.4K	0.04%	107
2024 Q1	$284K	Hold	10,463	–	–	0.05%	78
2023 Q4	$270K	Buy	10,463 +5,956	+132%	+$143K	0.04%	81
2023 Q3	$107K	Buy	+4,507	New	+$110K	0.02%	105

Other funds holding DISV

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

FPAS

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

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

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

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

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

SYM Financial Corp held its Dimensional International Small Cap Value ETF (DISV) position steady in Q1 2026 at 7,314 shares worth $288K. The position accounts for 0.03% of the portfolio, ranked #230.

SYM Financial Corp first reported a position in DISV in Q3 2023 and has held it in 11 quarters since. 453 funds tracked by Wall St. Rank hold DISV as of Q1 2026.

SYM Financial Corp held 7,314 shares of Dimensional International Small Cap Value ETF worth $288K as of Q1 2026.
SYM Financial Corp left its Dimensional International Small Cap Value ETF share count unchanged in Q1 2026.
Dimensional International Small Cap Value ETF made up 0.03% of SYM Financial Corp's portfolio in Q1 2026, its #230 holding.
SYM Financial Corp first reported a position in Dimensional International Small Cap Value ETF in Q3 2023 and has held it in 11 quarters since.
453 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q1 2026.

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