§ 13F · FUND PROFILE
SYM FINANCIAL Corp.
AUM · $1.2B (13F)Positions · 531Turnover · n/a · Q2Filed · Aug 4, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$30M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFAI | DIMENSIONAL ETF TRUST | 6.73M | $278M | 22.3% | +3% |
| 2 | DFAU | DIMENSIONAL ETF TRUST | 3.04M | $157M | 12.6% | +2359% |
| 3 | NTSI | WISDOMTREE TR | 2.46M | $115M | 9.2% | +1% |
| 4 | VOE | VANGUARD INDEX FDS | 569K | $112M | 9.0% | ±0% |
| 5 | VTI | VANGUARD INDEX FDS | 270K | $100M | 8.0% | −3% |
| 6 | GOVT | ISHARES TR | 3.85M | $88M | 7.0% | +3% |
| 7 | SCHB | SCHWAB STRATEGIC TR | 1.19M | $34M | 2.8% | ±0% |
| 8 | DOW | DOW HLDGS INC | 554K | $15M | 1.2% | ±0% |
| 9 | AAPL | APPLE INC | 48K | $14M | 1.1% | −8% |
| 10 | VIOV | VANGUARD ADMIRAL FDS INC | 115K | $13M | 1.1% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SYM SIGNAL
AC read
SYM FINANCIAL Corp is a Other fund managing $1.2 billion in assets. The fund runs a broad portfolio of 531 positions.
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