Financial Symmetry Inc
Q1 2025 13F Holdings
- Locationraleigh, NC
- Num holdings
50
- Value ($000)
$162,795
- Date Filed04/30/2025
- Form type13F-HR
- CIK0002004843
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DFA ETF Tr US Core Equity 2 ETF | COM | 25434V708 | $40.57M | 25 % | 1,229,852 | ||
DFAX DFA World Ex U S Core Equity 2 Etf | COM | 25434V880 | $36.42M | 22 % | 1,390,134 | ||
DFEM DFA Emerging Markets Core 2 ETF | COM | 25434V732 | $9.10M | 6 % | 343,853 | ||
DFCF DFA Core Fixed Income ETF | COM | 25434V872 | $8.79M | 5 % | 208,977 | ||
AVDE Avantis International Equity ETF | COM | 025072703 | $8.42M | 5 % | 127,067 | ||
VT Vanguard Total World Stock ETF | COM | 922042742 | $7.82M | 5 % | 67,461 | ||
DFIC DFA International Core Equity 2 ETF | COM | 25434V799 | $5.96M | 4 % | 214,624 | ||
DISV DFA International Small Cap Value ETF | COM | 25434V781 | $5.68M | 4 % | 195,014 | ||
AVUS Avantis US Equity ETF | COM | 025072885 | $4.84M | 3 % | 52,427 | ||
AVEM Avantis Emerging Markets Equity ETF | COM | 025072604 | $3.73M | 2 % | 62,019 |
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