SYM FINANCIAL Corp: 13F holdings
CIK 7647392026Q2
| Positions | 530 |
|---|
| Reported value | $1.2bn |
|---|
| Filed | 2026-08-04 |
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Change since last quarter
| Positions | 530 (+116 vs prior quarter) |
|---|
| Reported value | $1.2bn (+24.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DFAI DIMENSIONAL ETF TRUST | 6,729,230 | $277.6m | 22.3% |
| PAVE DIMENSIONAL ETF TRUST | 3,036,703 | $157.0m | 12.6% |
| NTSI WISDOMTREE TR | 2,462,956 | $114.8m | 9.2% |
| VOE VANGUARD INDEX FDS | 569,031 | $112.4m | 9.0% |
| VTI VANGUARD INDEX FDS | 269,521 | $99.7m | 8.0% |
| GOVT ISHARES TR | 3,845,020 | $87.6m | 7.0% |
| SCHB SCHWAB STRATEGIC TR | 1,187,558 | $34.4m | 2.8% |
| DOW DOW HLDGS INC | 554,157 | $15.2m | 1.2% |
| AAPL APPLE INC | 47,836 | $13.8m | 1.1% |
| VIOV VANGUARD ADMIRAL FDS INC | 114,517 | $13.4m | 1.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="764739")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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