Financial Symmetry Inc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ4 2025
- Locationraleigh, NC
- CIK0002004843
- All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
60 | $245.2M | DFAC, DFAX, DFEM, DFIC | 13F-HR | Jan 28, 2026 | 000200484326000001 | ||
54 | $223.01M | DFAC, DFAX, DFEM, AVDE | 13F-HR | Dec 17, 2025 | 000200484325000005 | ||
48 | $193.62M | DFAC, DFAX, DFEM, AVDE | 13F-HR | Jul 29, 2025 | 000200484325000004 | ||
50 | $162.8M | DFAC, DFAX, DFEM, DFCF | 13F-HR | Apr 30, 2025 | 000200484325000002 | ||
44 | $147.52M | DFAC, DFAX, DFEM, VT | 13F-HR | Feb 4, 2025 | 000200484325000001 | ||
46 | $143.14M | DFAX, DFAC, DFEM, VT | 13F-HR | Oct 21, 2024 | 000200484324000004 | ||
41 | $128.6M | DFAX, DFAC, VT, DFEM | 13F-HR | Jul 10, 2024 | 000200484324000003 | ||
36 | $114.26M | DFAC, DFAX, VT, DFEM | 13F-HR | Apr 30, 2024 | 000200484324000002 | ||
32 | $101.61M | DFAC, DFAX, VT, DFEM | 13F-HR | Jan 31, 2024 | 000200484324000001 |