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CIK: 0002004843
Total reported value
$299.7M
$299.7M
60 檔
50.3%
According to the latest 13F quarterly dataset, Financial Symmetry Inc managed an equity portfolio of $299.7M at the end of Q4 2025, spanning 60 distinct U.S. exchange-listed positions.
In Q4 2025, Financial Symmetry Inc displayed an active expansion posture, initiating 8 new positions and adding to 22 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 25.52% | +0.96% | +3.86% | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-Other | 20.79% | -0.39% | +2.15% | |
| 3 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 5.20% | +0.09% | +4.09% | |
| 4 | DFIC | Dimensional International Co | ETF-Other | 5.06% | +0.17% | +15.44% | |
| 5 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 4.97% | -0.08% | +14.92% | |
| 6 | AVDE | Avantis International Equity | ETF-Other | 4.62% | -0.44% | +0.59% | |
| 7 | VT | Vanguard Tot World Stk ETF | ETF-Other | 3.82% | -0.12% | -0.61% | |
| 8 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 3.45% | -0.06% | -0.93% | |
| 9 | DISV | Dimensional International Sm | ETF-Other | 3.45% | -0.28% | +2.56% | |
| 10 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 3.06% | -0.05% | +36.12% | |
| 11 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.94% | -0.03% | -0.45% | |
| 12 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.62% | -0.08% | +38.27% | |
| 13 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.47% | -0.02% | +3.03% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.40% | +0.05% | -4.13% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.34% | -0.03% | +0.27% | |
| 16 | DFAI | Dimensional International Co | ETF-Other | 1.28% | -0.06% | -2.21% | |
| 17 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.07% | -0.03% | -1.44% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.92% | -0.02% | -1.05% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.66% | -0.03% | +346.30% | |
| 20 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.66% | -0.04% | +9.70% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.52% | +0.09% | +0.32% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.48% | +0.01% | +1.30% | |
| 23 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.39% | -0.02% | — | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.38% | -0.02% | — | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.35% | +0.01% | -5.53% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.31% | -0.02% | -3.31% | |
| 27 | CSCO | Cisco Systems Inc | Stock-Tech | 0.30% | +0.06% | -14.54% | |
| 28 | DFAT | Dimensional US Target Value | ETF-Other | 0.29% | -0.01% | +1.08% | |
| 29 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.29% | -0.02% | +25.01% | |
| 30 | DXUV | Dimensional US Vtor Eqty ETF | ETF-Other | 0.28% | -0.01% | — | |
| 31 | IBM | Intl Business Machines CORP | Stock-Tech | 0.28% | +0.02% | +34.47% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.26% | -0.04% | +1.69% | |
| 33 | DFSD | Dimensional Short Duration | ETF-Other | 0.26% | -0.06% | -0.85% | |
| 34 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.24% | — | +15.36% | |
| 35 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.22% | -0.02% | — | |
| 36 | DFIV | Dimensional International Va | ETF-Other | 0.19% | -0.01% | +0.03% | |
| 37 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.16% | — | — | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.15% | +0.02% | -2.78% | |
| 39 | DEXC | Dimensional Em Ex Cce ETF | ETF-Other | 0.15% | +0.01% | +0.51% | |
| 40 | DUK | Duke Energy CORP | Stock-Utilities | 0.14% | -0.02% | — | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.14% | +0.04% | — | |
| 42 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.14% | +0.01% | — | |
| 43 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.14% | -0.01% | -4.44% | |
| 44 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 0.13% | — | — | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.13% | — | — | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.13% | -0.01% | -1.82% | |
| 47 | AVGO | Broadcom Inc | Stock-Tech | 0.12% | +0.01% | +4.64% | |
| 48 | VUG | Vanguard Growth ETF | ETF-Other | 0.12% | — | — | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.11% | -0.02% | -8.93% | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.11% | +0.01% | — |
According to official SEC Form 13F filings, Financial Symmetry Inc reported a total U.S. public equity portfolio value of $299.7M across 60 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFAX, DFEM) accounted for 50.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
VOE
市值: $960.2K
Top Position Liquidated / Trimmed
IJH
前期市值: $213.2K
During Q4 2025, Financial Symmetry Inc's top holdings by market value included DFAC (25.5%)、DFAX (20.8%)、DFEM (5.2%). The largest single position, DFAC, represented 25.5% of total portfolio value.
In Q4 2025, Financial Symmetry Inc made 44 total portfolio adjustments, initiating 8 new buys, adding to 22 positions, trimming 13 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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