StockDriftsStockDriftsTop 50 Financial Symmetry INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DFA ETF Tr US Core Equity 2 ETF | 26.77% | 1.89M | $83.8M | +6.17%(+109.64K) | $32.39(+38.54%) | 2026-09-30 | |
| DFAX | DFA World Ex U S Core Equity 2 Etf | 18.9% | 1.60M | $59.2M | -0.32%(-5.09K) | $25.06(+45.48%) | 2026-09-30 | |
| DFIC | DFA International Core Equity 2 ETF | 7.09% | 589.9K | $22.2M | +28.31%(+130.14K) | $31.48(+19.24%) | 2026-09-30 | |
| DFEM | DFA Emerging Markets Core 2 ETF | 5.76% | 453.7K | $18.0M | +7.09%(+30.03K) | $27.16(+40.26%) | 2026-09-30 | |
| DFCF | DFA Core Fixed Income ETF | 4.34% | 339.0K | $13.6M | -3.48%(-12.23K) | $42.25(-4.17%) | 2026-09-30 | |
| AVDE | Avantis International Equity ETF | 4.12% | 143.1K | $12.9M | -0.23%(-336) | $62.68(+42.80%) | 2026-09-30 | |
| DUSB | DFA Ultrashort Fixed Income ETF | 3.39% | 210.4K | $10.6M | +8.82%(+17.06K) | $50.70(-0.12%) | 2026-09-30 | |
| AVUS | Avantis US Equity ETF | 3.36% | 82.1K | $10.5M | -0.34%(-283) | $85.98(+49.96%) | 2026-09-30 | |
| DISV | DFA International Small Cap Value ETF | 3.21% | 231.7K | $10.1M | +0.07%(+163) | $27.24(+56.57%) | 2026-09-30 | |
| VT | Vanguard Total World Stock ETF | 3.19% | 63.3K | $10.0M | -1.33%(-853) | $98.07(+60.20%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +49.51% |
| Top 20 Holdings Unweighted | — | — | — | — | +52.44% |
Financial Symmetry INC reports $313.00M in US-listed equity holdings across 66 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (26.8%), DFAX (18.9%) and DFIC (7.1%). The top 20 holdings account for 91.02% of reported assets. Its disclosed equity book has returned +49.51% cumulatively over 11 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Financial Symmetry INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2004843). View Financial Symmetry INC’s 13F filings on SEC