Financial Symmetry Inc

Q3 2025 13F Holdings

  • Location
    raleigh, NC
  • Num holdings

    54

  • Value ($000)

    $223,012

  • Date Filed
    12/17/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
D
DFAC

DFA ETF Tr US Core Equity 2 ETF

COM
25434V708
$58.70 M
26 %

1,521,812

D
DFAX

DFA World Ex U S Core Equity 2 Etf

COM
25434V880
$47.84 M
22 %

1,524,667

D
DFEM

DFA Emerging Markets Core 2 ETF

COM
25434V732
$11.87 M
5 %

370,267

A
AVDE

Avantis International Equity ETF

COM
025072703
$10.80 M
5 %

136,875

D
DFCF

DFA Core Fixed Income ETF

COM
25434V872
$10.65 M
5 %

248,960

D
DFIC

DFA International Core Equity 2 ETF

COM
25434V799
$10.22 M
5 %

311,592

V
VT

Vanguard Total World Stock ETF

COM
922042742
$9.20 M
4 %

66,746

A
AVUS

Avantis US Equity ETF

COM
025072885
$8.31 M
4 %

76,492

D
DISV

DFA International Small Cap Value ETF

COM
25434V781
$7.74 M
4 %

217,224

D
DUSB

DFA Ultrashort Fixed Income ETF

COM
25434V591
$5.52 M
3 %

108,667

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