Symphony Financial Services’s Touchstone Dynamic International ETF TDI Stock Holding History

Symphony Financial Services’s Portfolio TDI Stock Details TDI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$436K	Buy	+9,285	New	+$429K	0.19%	62

Other funds holding TDI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Tidemark San Diego, California $460M AUM 11.19% 1-Year Est. Return

Lifestyle Asset Management Friendswood, Texas $414M AUM 22.88% 1-Year Est. Return

Intentional Wealth Strategies Colorado Springs, Colorado $111M AUM

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

RPS Advisory Solutions Louisville, Kentucky $153M AUM 25.12% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.38B AUM 17.72% 1-Year Est. Return

Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return

Symphony Financial Services's TDI Position: Q3 2026 in Review

Symphony Financial Services opened a new position in Touchstone Dynamic International ETF (TDI) in Q3 2026: 9,285 shares worth $436K. The stake represents 0.19% of the portfolio and ranks #62 among its holdings.

31 funds tracked by Wall St. Rank hold TDI as of Q3 2026.

Symphony Financial Services held 9,285 shares of Touchstone Dynamic International ETF worth $436K as of Q3 2026.
Touchstone Dynamic International ETF was a new Symphony Financial Services position in Q3 2026.
Touchstone Dynamic International ETF made up 0.19% of Symphony Financial Services's portfolio in Q3 2026, its #62 holding.
31 funds tracked by Wall St. Rank held Touchstone Dynamic International ETF as of Q3 2026.

Based on Symphony Financial Services's 13F filing for Q3 2026, filed 9 Nov 2026.