Financial Symmetry Inc
CIK: 0002004843SEC EDGAR →
Portfolio Value
$245.2B
Holdings
60
As of
Q4 2025
New Positions
6
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DFA ETF Tr US Core Equity 2 ETF | 1,580,617 | $62.6B | 25.52% |
| 2 | DFA World Ex U S Core Equity 2 Etf | 1,557,453 | $51.0B | 20.79% |
| 3 | DFA Emerging Markets Core 2 ETF | 385,417 | $12.7B | 5.20% |
| 4 | DFA International Core Equity 2 ETF | 359,709 | $12.4B | 5.05% |
| 5 | DFA Core Fixed Income ETF | 286,109 | $12.2B | 4.97% |
| 6 | Avantis International Equity ETF | 137,682 | $11.3B | 4.62% |
| 7 | Vanguard Total World Stock ETF | 66,339 | $9.4B | 3.82% |
| 8 | Avantis US Equity ETF | 75,778 | $8.5B | 3.45% |
| 9 | DFA International Small Cap Value ETF | 222,789 | $8.5B | 3.45% |
| 10 | DFA Ultrashort Fixed Income ETF | 147,918 | $7.5B | 3.06% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 37 | $231.7B | 94.5% |
| Technology | 9 | $8.0B | 3.2% |
| Consumer Cyclical | 3 | $1.9B | 0.8% |
| Healthcare | 5 | $1.5B | 0.6% |
| Communication Services | 2 | $956.0M | 0.4% |
| Consumer Defensive | 2 | $477.0M | 0.2% |
| Utilities | 1 | $344.0M | 0.1% |
| Unknown | 1 | $322.0M | 0.1% |