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 | 26.29% | 1.78M | $78.8M | +5.64%(+94.86K) | $31.64(+45.33%) | 2026-06-30 | |
| DFAX | DFA World Ex U S Core Equity 2 Etf | 19.71% | 1.60M | $59.1M | +3.81%(+58.80K) | $25.06(+51.11%) | 2026-06-30 | |
| DFEM | DFA Emerging Markets Core 2 ETF | 5.75% | 423.7K | $17.2M | +3.34%(+13.69K) | $26.23(+50.23%) | 2026-06-30 | |
| DFIC | DFA International Core Equity 2 ETF | 5.7% | 459.7K | $17.1M | +10.49%(+43.65K) | $29.79(+31.65%) | 2026-06-30 | |
| DFCF | DFA Core Fixed Income ETF | 4.95% | 351.2K | $14.8M | +4.76%(+15.97K) | $42.25(-1.36%) | 2026-06-30 | |
| AVDE | Avantis International Equity ETF | 4.27% | 143.4K | $12.8M | -3.02%(-4.46K) | $62.68(+49.86%) | 2026-06-30 | |
| AVUS | Avantis US Equity ETF | 3.52% | 82.3K | $10.5M | -0.11%(-92) | $85.98(+52.93%) | 2026-06-30 | |
| VT | Vanguard Total World Stock ETF | 3.36% | 64.2K | $10.1M | -0.95%(-617) | $98.07(+64.59%) | 2026-06-30 | |
| DUSB | DFA Ultrashort Fixed Income ETF | 3.28% | 193.4K | $9.8M | +4.80%(+8.86K) | $50.71(+0.24%) | 2026-06-30 | |
| DISV | DFA International Small Cap Value ETF | 3.1% | 231.6K | $9.3M | +0.47%(+1.09K) | $27.23(+60.82%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +49.17% |
| Top 20 Holdings Unweighted | — | — | — | — | +51.17% |
Financial Symmetry Inc reports $299.68M in US-listed equity holdings across 68 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (26.3%), DFAX (19.7%) and DFEM (5.8%). The top 20 holdings account for 92.1% of reported assets. Its disclosed equity book has returned +49.17% cumulatively over 10 quarters. Figures reflect the Q2 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