Financial Symmetry Inc
Q4 2025 13F Holdings
- Locationraleigh, NC
- Num holdings
60
- Value ($000)
$245,204
- Date Filed01/28/2026
- Form type13F-HR
- CIK0002004843
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFA ETF Tr US Core Equity 2 ETF | COM | 25434V708 | $62.58M | 26 % | 1,580,617 | ||
DFA World Ex U S Core Equity 2 Etf | COM | 25434V880 | $50.98M | 21 % | 1,557,453 | ||
DFA Emerging Markets Core 2 ETF | COM | 25434V732 | $12.75M | 5 % | 385,417 | ||
DFA International Core Equity 2 ETF | COM | 25434V799 | $12.4M | 5 % | 359,709 | ||
DFA Core Fixed Income ETF | COM | 25434V872 | $12.18M | 5 % | 286,109 | ||
Avantis International Equity ETF | COM | 025072703 | $11.33M | 5 % | 137,682 | ||
Vanguard Total World Stock ETF | COM | 922042742 | $9.36M | 4 % | 66,339 | ||
Avantis US Equity ETF | COM | 025072885 | $8.47M | 4 % | 75,778 | ||
DFA International Small Cap Value ETF | COM | 25434V781 | $8.47M | 4 % | 222,789 | ||
DFA Ultrashort Fixed Income ETF | COM | 25434V591 | $7.49M | 3 % | 147,918 |
Rows Per Page
10
- 5
- 10
- 20
- 30
- 50
- 100