Top 50 Financial Symmetry Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DFA ETF Tr US Core Equity 2 ETF | 25.33% | 1.68M | $71.3M | +6.34%(+100.28K) | $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) | $24.68(+48.66%) | 2026-03-31 | |
| DFEM | DFA Emerging Markets Core 2 ETF | 5.66% | 410.0K | $15.9M | +6.38%(+24.61K) | $25.87(+52.20%) | 2026-03-31 | |
| DFIC | DFA International Core Equity 2 ETF | 5.53% | 416.1K | $15.6M | +15.67%(+56.36K) | $29.15(+29.02%) | 2026-03-31 | |
| DFCF | DFA Core Fixed Income ETF | 5.03% | 335.2K | $14.2M | +17.17%(+49.14K) | $42.26(-0.16%) | 2026-03-31 | |
| AVDE | Avantis International Equity ETF | 4.71% | 147.8K | $13.3M | +7.38%(+10.16K) | $62.68(+43.47%) | 2026-03-31 | |
| AVUS | Avantis US Equity ETF | 3.58% | 82.4K | $10.1M | +8.78%(+6.66K) | $85.98(+47.82%) | 2026-03-31 | |
| VT | Vanguard Total World Stock ETF | 3.48% | 64.8K | $9.8M | -2.32%(-1.54K) | $98.07(+59.24%) | 2026-03-31 | |
| DISV | DFA International Small Cap Value ETF | 3.38% | 230.5K | $9.5M | +3.46%(+7.71K) | $27.17(+50.00%) | 2026-03-31 | |
| DUSB | DFA Ultrashort Fixed Income ETF | 3.33% | 184.5K | $9.4M | +24.73%(+36.59K) | $50.70(+0.15%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.33% | +49.43% |
| Top 20 Holdings Unweighted | +14.71% | +50.94% |
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