§ 13F · FUND PROFILE
Financial Symmetry Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $223M (13F)Positions · 54Turnover · — · Q1Filed · May 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DFA ETF Tr US Core Equity 2 ETF | 1.68M | $71M | 25.3% | +6% |
| 2 | DFAX | DFA World Ex U S Core Equity 2 Etf | 1.54M | $57M | 20.1% | −1% |
| 3 | DFEM | DFA Emerging Markets Core 2 ETF | 410K | $16M | 5.7% | +6% |
| 4 | DFIC | DFA International Core Equity 2 ETF | 416K | $16M | 5.5% | +16% |
| 5 | DFCF | DFA Core Fixed Income ETF | 335K | $14M | 5.0% | +17% |
| 6 | AVDE | Avantis International Equity ETF | 148K | $13M | 4.7% | +7% |
| 7 | AVUS | Avantis US Equity ETF | 82K | $10M | 3.6% | +9% |
| 8 | VT | Vanguard Total World Stock ETF | 65K | $10M | 3.5% | −2% |
| 9 | DISV | DFA International Small Cap Value ETF | 230K | $10M | 3.4% | +3% |
| 10 | DUSB | DFA Ultrashort Fixed Income ETF | 185K | $9M | 3.3% | +25% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FINANCIAL SIGNAL
AC read
Financial Symmetry Inc is a Other fund managing $223 million in assets. The fund runs a portfolio of 54 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed