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Financial Symmetry Inc

Q1 2026 13F Holdings

  • Location
    raleigh, NC
  • Num holdings

    63

  • Value ($000)

    $281,472

  • Date Filed
    05/11/2026
  • Form type
    13F-HR
  • CIK
    0002004843
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
D
DFAC

DFA ETF Tr US Core Equity 2 ETF

COM
25434V708
$71.29M
25 %

1,680,901

D
DFAX

DFA World Ex U S Core Equity 2 Etf

COM
25434V880
$56.59M
20 %

1,544,450

D
DFEM

DFA Emerging Markets Core 2 ETF

COM
25434V732
$15.94M
6 %

410,023

D
DFIC

DFA International Core Equity 2 ETF

COM
25434V799
$15.57M
6 %

416,072

D
DFCF

DFA Core Fixed Income ETF

COM
25434V872
$14.16M
5 %

335,246

A
AVDE

Avantis International Equity ETF

COM
025072703
$13.26M
5 %

147,846

A
AVUS

Avantis US Equity ETF

COM
025072885
$10.06M
4 %

82,435

V
VT

Vanguard Total World Stock ETF

COM
922042742
$9.8M
4 %

64,800

D
DISV

DFA International Small Cap Value ETF

COM
25434V781
$9.52M
3 %

230,498

D
DUSB

DFA Ultrashort Fixed Income ETF

COM
25434V591
$9.37M
3 %

184,504

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