Financial Symmetry Inc
Q4 2024 13F Holdings
- Locationraleigh, NC
- Num holdings
44
- Value ($000)
$147,523
- Date Filed02/04/2025
- 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 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DFA ETF Tr US Core Equity 2 ETF | COM | 25434V708 | $38.40M | 26 % | 1,110,258 | ||
DFAX DFA World Ex U S Core Equity 2 Etf | COM | 25434V880 | $32.53M | 22 % | 1,308,728 | ||
DFEM DFA Emerging Markets Core 2 ETF | COM | 25434V732 | $8.78M | 6 % | 335,173 | ||
VT Vanguard Total World Stock ETF | COM | 922042742 | $8.00M | 5 % | 68,106 | ||
DFCF DFA Core Fixed Income ETF | COM | 25434V872 | $7.61M | 5 % | 184,420 | ||
AVDE Avantis International Equity ETF | COM | 025072703 | $7.57M | 5 % | 123,419 | ||
AVUS Avantis US Equity ETF | COM | 025072885 | $5.13M | 4 % | 52,962 | ||
DISV DFA International Small Cap Value ETF | COM | 25434V781 | $4.73M | 3 % | 178,139 | ||
DFIC DFA International Core Equity 2 ETF | COM | 25434V799 | $4.72M | 3 % | 182,679 | ||
AVEM Avantis Emerging Markets Equity ETF | COM | 025072604 | $3.81M | 3 % | 64,847 |
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