Financial Symmetry Inc

Q2 2025 13F Holdings

  • Location
    raleigh, NC
  • Num holdings

    48

  • Value ($000)

    $193,623

  • Date Filed
    07/29/2025
  • Form type
    13F-HR
  • CIK
    0002004843
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
DFAC
DFAC

DFA ETF Tr US Core Equity 2 ETF

COM
25434V708
$50.90 M
26 %

1,420,278

DFAX
DFAX

DFA World Ex U S Core Equity 2 Etf

COM
25434V880
$42.26 M
22 %

1,438,802

DFEM
DFEM

DFA Emerging Markets Core 2 ETF

COM
25434V732
$10.79 M
6 %

363,693

AVDE
AVDE

Avantis International Equity ETF

COM
025072703
$10.31 M
5 %

139,279

DFCF
DFCF

DFA Core Fixed Income ETF

COM
25434V872
$9.19 M
5 %

217,370

VT
VT

Vanguard Total World Stock ETF

COM
922042742
$8.57 M
4 %

66,666

DFIC
DFIC

DFA International Core Equity 2 ETF

COM
25434V799
$8.06 M
4 %

259,320

AVUS
AVUS

Avantis US Equity ETF

COM
025072885
$7.79 M
4 %

77,218

DISV
DISV

DFA International Small Cap Value ETF

COM
25434V781
$6.67 M
3 %

202,674

AVEM
AVEM

Avantis Emerging Markets Equity ETF

COM
025072604
$4.37 M
2 %

63,823

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