Financial Symmetry Inc

Name: Financial Symmetry Inc — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0002004843 · RALEIGH, NC · Quarter end: 2026-06-30 · Filed on: 2026-07-14 · Open the SEC source ↗

Financial Symmetry Inc reported 68 positions worth $299.7M as of June 30, 2026 (13F filed July 14, 2026). Largest holding: DFAC (26.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$299.7M

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

79.9%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 68 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	DFAC	DFA ETF Tr US Core Equity 2 ETF	SH	$78.8M	26.29%	1,775,764	—	—
▸ 2	DFAX	DFA World Ex U S Core Equity 2 Etf	SH	$59.1M	19.71%	1,603,245	—	—
▸ 3	DFEM	DFA Emerging Markets Core 2 ETF	SH	$17.2M	5.75%	423,709	—	—
▸ 4	DFIC	DFA International Core Equity 2 ETF	SH	$17.1M	5.70%	459,720	—	—
▸ 5	DFCF	DFA Core Fixed Income ETF	SH	$14.8M	4.95%	351,212	—	—
▸ 6	AVDE	Avantis International Equity ETF	SH	$12.8M	4.27%	143,387	—	—
▸ 7	AVUS	Avantis US Equity ETF	SH	$10.5M	3.52%	82,343	—	—
▸ 8	VT	Vanguard Total World Stock ETF	SH	$10.1M	3.36%	64,183	—	—
▸ 9	DUSB	DFA Ultrashort Fixed Income ETF	SH	$9.8M	3.28%	193,362	—	—
▸ 10	DISV	DFA International Small Cap Value ETF	SH	$9.3M	3.10%	231,586	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Financial Symmetry Inc hold as of Q2 2026?

Financial Symmetry Inc reported 68 positions worth $299.7M in its Q2 2026 13F filing. Largest positions: DFAC (26.3%), DFAX (19.7%), DFEM (5.7%), DFIC (5.7%) and DFCF (4.9%).

What did Financial Symmetry Inc buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Financial Symmetry Inc sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.