The Analysis of Financial Symmetry Inc's Holdings
Currently, Financial Symmetry Inc holds 48 types of securities in its portfolio with a total value $193.6M. In the most recent quarter, they have increased their positions in DFAC (+190.4K shares, valued at $6.8M), AVUS (+24.8K shares, valued at $2.5M), DFAX (+48.7K shares, valued at $1.4M); decreased their positions in DFAE (-3.7K shares, valued at $106.2K), VT (-795 shares, valued at $102.2K), IJH (-1.3K shares, valued at $82.4K); initiated new positions in DUK (+2.9K shares, valued at $340.6K), ORCL (+1.3K shares, valued at $287.9K), BND (+2.8K shares, valued at $207.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DFA ETF Tr US Core Equity 2 ETF1.4M shares15.48%2025-06-302025-07-29
DFAX DFA World Ex U S Core Equity 2 Etf1.4M shares3.50%2025-06-302025-07-29 DFEM DFA Emerging Markets Core 2 ETF363.7K shares5.77%2025-06-302025-07-29 AVDE Avantis International Equity ETF139.3K shares9.61%2025-06-302025-07-29 DFCF DFA Core Fixed Income ETF217.4K shares4.02%2025-06-302025-07-29 VT Vanguard Total World Stock ETF66.7K shares-1.18%2025-06-302025-07-29 DFIC DFA International Core Equity 2 ETF259.3K shares20.83%2025-06-302025-07-29 AVUS Avantis US Equity ETF77.2K shares47.29%2025-06-302025-07-29 DISV DFA International Small Cap Value ETF202.7K shares3.93%2025-06-302025-07-29 AVEM Avantis Emerging Markets Equity ETF63.8K shares2.91%2025-06-302025-07-29 DUSB DFA Ultrashort Fixed Income ETF73.0K shares23.28%2025-06-302025-07-29 DFAI DFA International Core Equity ETF80.6K shares18.79%2025-06-302025-07-29 DFSV DFA US Small Cap Value ETF91.6K shares4.49%2025-06-302025-07-29 VTI Vanguard Total Stock Market ETF8.8K shares-2.45%2025-06-302025-07-29 VXUS Vanguard Total International Stock ETF37.8K shares-2.25%2025-06-302025-07-29 AAPL Apple Computer Inc12.1K shares2.57%2025-06-302025-07-29 DFAE DFA Emerging Core Equity ETF83.8K shares-4.19%2025-06-302025-07-29 IVV iShares S&P 5003.3K shares-1.33%2025-06-302025-07-29 DFAU DFA US Core Equity ETF29.6K shares5.37%2025-06-302025-07-29 MSFT Microsoft Corp2.2K shares-0.36%2025-06-302025-07-29 CSCO Cisco Systems Inc10.8K shares42.09%2025-06-302025-07-29 AMZN Amazon Com Inc3.4K shares0.66%2025-06-302025-07-29 DFSD DFA Short-Duration Fixed Inc ETF13.9K shares3.04%2025-06-302025-07-29 TSLA Tesla Motors Inc.2.1K shares1.47%2025-06-302025-07-29 NVDA Nvidia Corp4.1K shares-9.89%2025-06-302025-07-29 DFAT DFA ETF Tr US Target Value ETF11.0K shares1.30%2025-06-302025-07-29 IBM International Business Machines1.9K shares2.91%2025-06-302025-07-29 DXUV DFA US Vector Equity ETF10.1K shares-3.80%2025-06-302025-07-29 AVUV Avantis US Small Cap Value ETF5.4K shares32.57%2025-06-302025-07-29 DFAS DFA ETF Tr US Sm Cap ETF7.4K shares13.44%2025-06-302025-07-29 DFIV DFA Etf Tr Intl Vale Etf9.0K shares0.00%2025-06-302025-07-29 GOOG Alphabet Inc. Class C2.0K shares8.62%2025-06-302025-07-29 DUK Duke Energy2.9K sharesnew addition2025-06-302025-07-29 VRTX Vertex Pharm Inc755 shares0.00%2025-06-302025-07-29 DEXC DFA Emerging Markets ex China Core Equity ETF6.1K shares0.66%2025-06-302025-07-29 MCD McDonalds Corp1.0K shares0.00%2025-06-302025-07-29 AVDV Avantis International Small Cap Value ETF3.7K shares-12.33%2025-06-302025-07-29 ITOT iShares Core S&P Total US Stock Market2.1K shares0.00%2025-06-302025-07-29 ORCL Oracle Corp1.3K sharesnew addition2025-06-302025-07-29 V Visa Inc771 shares0.13%2025-06-302025-07-29 MA Mastercard Inc Class A470 shares-5.24%2025-06-302025-07-29 WMT Wal-Mart Stores Inc.2.7K shares0.15%2025-06-302025-07-29 PG Procter & Gamble Co1.6K shares-3.11%2025-06-302025-07-29 BND Vanguard Total Bond Market ETF2.8K sharesnew addition2025-06-302025-07-29 DCOR DFA US Core Equity 1 ETF3.1K sharesnew addition2025-06-302025-07-29 IJH iShares Core S&P Mid-Cap3.3K shares-28.86%2025-06-302025-07-29 TXO Txo Partners L P Com Unit Repstg Ltd Partner Int12.6K shares0.00%2025-06-302025-07-29 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available