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Financial Symmetry Inc

Portfolio Manager
Financial Symmetry Inc
Performance
+0.97% (2026 Q1)
AUM (13F)
$281.47M
# of Holdings
63
Performance Rank
Allocation (Top 20)
92.61%

Financial Symmetry Inc Holdings Map

Top 50 Financial Symmetry Inc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
DFAC
DFA ETF Tr US Core Equity 2 ETF
25.33%1.68M$71.3M
+6.34%(+100.28K)
2025-Q1: 1.23M shares2025-Q2: 1.42M shares2025-Q3: 1.52M shares2025-Q4: 1.58M shares2026-Q1: 1.68M shares
$31.11(+42.23%)
2026-03-31
DFAX
DFA World Ex U S Core Equity 2 Etf
20.1%1.54M$56.6M
-0.83%(-13.00K)
2025-Q1: 1.39M shares2025-Q2: 1.44M shares2025-Q3: 1.52M shares2025-Q4: 1.56M shares2026-Q1: 1.54M shares
$24.68(+48.66%)
2026-03-31
DFEM
DFA Emerging Markets Core 2 ETF
5.66%410.0K$15.9M
+6.38%(+24.61K)
2025-Q1: 343.9K shares2025-Q2: 363.7K shares2025-Q3: 370.3K shares2025-Q4: 385.4K shares2026-Q1: 410.0K shares
$25.87(+52.20%)
2026-03-31
DFIC
DFA International Core Equity 2 ETF
5.53%416.1K$15.6M
+15.67%(+56.36K)
2025-Q1: 214.6K shares2025-Q2: 259.3K shares2025-Q3: 311.6K shares2025-Q4: 359.7K shares2026-Q1: 416.1K shares
$29.15(+29.02%)
2026-03-31
DFCF
DFA Core Fixed Income ETF
5.03%335.2K$14.2M
+17.17%(+49.14K)
2025-Q1: 209.0K shares2025-Q2: 217.4K shares2025-Q3: 249.0K shares2025-Q4: 286.1K shares2026-Q1: 335.2K shares
$42.26(-0.16%)
2026-03-31
AVDE
Avantis International Equity ETF
4.71%147.8K$13.3M
+7.38%(+10.16K)
2025-Q1: 127.1K shares2025-Q2: 139.3K shares2025-Q3: 136.9K shares2025-Q4: 137.7K shares2026-Q1: 147.8K shares
$62.68(+43.47%)
2026-03-31
AVUS
Avantis US Equity ETF
3.58%82.4K$10.1M
+8.78%(+6.66K)
2025-Q1: 52.4K shares2025-Q2: 77.2K shares2025-Q3: 76.5K shares2025-Q4: 75.8K shares2026-Q1: 82.4K shares
$85.98(+47.82%)
2026-03-31
VT
Vanguard Total World Stock ETF
3.48%64.8K$9.8M
-2.32%(-1.54K)
2025-Q1: 67.5K shares2025-Q2: 66.7K shares2025-Q3: 66.7K shares2025-Q4: 66.3K shares2026-Q1: 64.8K shares
$98.07(+59.24%)
2026-03-31
DISV
DFA International Small Cap Value ETF
3.38%230.5K$9.5M
+3.46%(+7.71K)
2025-Q1: 195.0K shares2025-Q2: 202.7K shares2025-Q3: 217.2K shares2025-Q4: 222.8K shares2026-Q1: 230.5K shares
$27.17(+50.00%)
2026-03-31
DUSB
DFA Ultrashort Fixed Income ETF
3.33%184.5K$9.4M
+24.73%(+36.59K)
2025-Q1: 59.2K shares2025-Q2: 73.0K shares2025-Q3: 108.7K shares2025-Q4: 147.9K shares2026-Q1: 184.5K shares
$50.70(+0.15%)
2026-03-31

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