§ 13F · FUND PROFILE
Financial Symmetry Inc.
AUM · $300M (13F)Positions · 68Turnover · n/a · Q2Filed · Jul 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DFA ETF Tr US Core Equity 2 ETF | 1.78M | $79M | 26.3% | +6% |
| 2 | DFAX | DFA World Ex U S Core Equity 2 Etf | 1.60M | $59M | 19.7% | +4% |
| 3 | DFEM | DFA Emerging Markets Core 2 ETF | 424K | $17M | 5.7% | +3% |
| 4 | DFIC | DFA International Core Equity 2 ETF | 460K | $17M | 5.7% | +10% |
| 5 | DFCF | DFA Core Fixed Income ETF | 351K | $15M | 4.9% | +5% |
| 6 | AVDE | Avantis International Equity ETF | 143K | $13M | 4.3% | −3% |
| 7 | AVUS | Avantis US Equity ETF | 82K | $11M | 3.5% | ±0% |
| 8 | VT | Vanguard Total World Stock ETF | 64K | $10M | 3.4% | −1% |
| 9 | DUSB | DFA Ultrashort Fixed Income ETF | 193K | $10M | 3.3% | +5% |
| 10 | DISV | DFA International Small Cap Value ETF | 232K | $9M | 3.1% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FINANCIAL SIGNAL
AC read
Financial Symmetry Inc is a Other fund managing $300 million in assets. The fund runs a portfolio of 68 positions.
Read the full dossier →