DFAI — DIMENSIONAL ETF TRUST

Ownership history in SYM FINANCIAL Corp  ·  13 quarters on record

This page tracks every 13F SEC filing in which SYM FINANCIAL Corp reported a position in DIMENSIONAL ETF TRUST (DFAI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
34.59% (2023 Q2)
Avg. % of fund
28.77%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 6,608,532 -87,889 -1.3% 25.87% $251.9M $38.11
2025 Q3 ADDED 6,696,421 +81,862 +1.2% 26.04% $243.4M $36.11
2025 Q2 REDUCED 6,614,559 -56,639 -0.8% 25.59% $228.7M $34.21
2025 Q1 ADDED 6,671,198 +22,657 +0.3% 25.67% $208.3M $30.50
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFAI price (monthly, adj. close)

Other funds also holding DFAI

As of 2025 Q4 — sorted by position size

Chico Wealth RIA 3Y 24.14% Monument Group Wealth Advisors, LLC 16.61% Moisand Fitzgerald Tamayo, LLC 3Y 7Y 15.61% Pioneer Wealth Management Group 15.27% Kure Advisory, LLC 15.19% Keyes, Stange & Wooten Wealth Management, LLC 13.13% Valued Wealth Advisors LLC 12.9% RAM Investment Partners, LLC 12.8% Marquette Asset Management, LLC 3Y 7Y 12.41% Aquire Wealth Advisors, LLC 3Y 11.97%
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