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 Q3	$303K	Sell	6,993 -321	-4%	-$13.8K	0.02%	282
2026 Q2	$294K	Hold	7,314	–	–	0.02%	264
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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

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

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Asset Dedication LLC San Francisco, California $1.62B AUM 18.32% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Monograph Wealth Advisors Manhattan Beach, California $1.29B AUM 15.38% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

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

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

SYM Financial Corp reduced its Dimensional International Small Cap Value ETF (DISV) stake by 4.4% in Q3 2026, selling an estimated $13.8K and leaving 6,993 shares worth $303K. The position accounts for 0.02% of the portfolio, ranked #282.

SYM Financial Corp first reported a position in DISV in Q3 2023 and has held it in 13 quarters since. 322 funds tracked by Wall St. Rank hold DISV as of Q3 2026.

SYM Financial Corp held 6,993 shares of Dimensional International Small Cap Value ETF worth $303K as of Q3 2026.
SYM Financial Corp sold 321 Dimensional International Small Cap Value ETF shares in Q3 2026, an estimated $13.8K.
Dimensional International Small Cap Value ETF made up 0.02% of SYM Financial Corp's portfolio in Q3 2026, its #282 holding.
SYM Financial Corp first reported a position in Dimensional International Small Cap Value ETF in Q3 2023 and has held it in 13 quarters since.
322 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q3 2026.

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