ETF Holders

SYM FINANCIAL Corp ETF holdings

Winona Lake, IN

Reported $998.7M in 203 ETFs in its Form 13F for June 30, 2026.

ETF value
$998.7M
ETFs held
203
Change from prior quarter
+27.2%
With price moves
ETFs as a share of its 13F
80.3%
of $1.2B

Top 10 of 203 ETF holdings

TickerFundValueSharesChange
DFAIDimensional International Core Equity Market ETF$277.6M6,729,230+210,762 shares
DFAUDimensional US Core Equity Market ETF$157.0M3,036,703+2,913,225 shares
NTSIWisdomTree International Efficient Core Fund$114.8M2,462,956+21,654 shares
VOEVanguard Morningstar Mid-Cap Value ETF$112.4M569,031+1,837 shares
VTIVanguard Morningstar Total Stock Market ETF$99.7M269,521−7,132 shares
GOVTiShares U.S. Treasury Bond ETF$87.6M3,845,020+121,682 shares
SCHBSchwab U.S. Broad Market ETF$34.4M1,187,558−4,450 shares
VIOVVanguard S&P Small-Cap 600 Value ETF$13.4M114,517−2,139 shares
VXUSVanguard Total International Stock ETF$11.7M136,634−70,762 shares
IEFAiShares Core MSCI EAFE ETF$10.5M108,747+506 shares
193 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0000764739. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does SYM FINANCIAL Corp own?

SYM FINANCIAL Corp reported 203 ETF positions worth $998.7M in its Form 13F for June 30, 2026. The largest was DFAI, at $277.6M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.