Financial Symmetry Inc

Financial Symmetry Inc is an Investment Adviser institutional filer with the SEC under CIK 2004843, reporting 66 portfolio positions, with 13 historical 13F filings on file. Most recent reporting period: 2026-09-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

• State of incorporation: NC
• Filing type: 13F-HR
• Latest reporting period: 2026-09-30
• Last filed: 2026-10-06

Top 10 portfolio positions

The largest reported holdings in Financial Symmetry Inc's most recent 13F filing, ranked by reported market value.

1. DFA ETF Tr US Core Equity 2 ETF (DFAC)
2. DFA World Ex U S Core Equity 2 Etf (DFAX)
3. DFA International Core Equity 2 ETF (DFIC)
4. DFA Emerging Markets Core 2 ETF (DFEM)
5. DFA Core Fixed Income ETF (DFCF)
6. Avantis International Equity ETF (AVDE)
7. DFA Ultrashort Fixed Income ETF (DUSB)
8. Avantis US Equity ETF (AVUS)
9. DFA International Small Cap Value ETF (DISV)
10. Vanguard Total World Stock ETF (VT)