Financial Symmetry Inc

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    raleigh, NC
  • CIK
    0002004843
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

50

$162.80M
DFAC, DFAX, DFEM, DFCF
13F-HR
Apr 30, 2025
000200484325000002

44

$147.52M
DFAC, DFAX, DFEM, VT
13F-HR
Feb 4, 2025
000200484325000001

46

$143.14M
DFAX, DFAC, DFEM, VT
13F-HR
Oct 21, 2024
000200484324000004

41

$128.60M
DFAX, DFAC, VT, DFEM
13F-HR
Jul 10, 2024
000200484324000003

36

$114.26M
DFAC, DFAX, VT, DFEM
13F-HR
Apr 30, 2024
000200484324000002

32

$101.61M
DFAC, DFAX, VT, DFEM
13F-HR
Jan 31, 2024
000200484324000001