The Analysis of Financial Symmetry Inc's Holdings
Currently, Financial Symmetry Inc holds 60 types of securities in its portfolio with a total value $245.2M. In the most recent quarter, they have increased their positions in DFAC (+58.8K shares, valued at $2.3M), DUSB (+39.3K shares, valued at $2.0M), DFIC (+48.1K shares, valued at $1.7M); decreased their positions in AAPL (-543 shares, valued at $147.6K), CSCO (-1.6K shares, valued at $124.1K), AVUS (-714 shares, valued at $79.8K); initiated new positions in VOE (+5.4K shares, valued at $960.2K), VO (+3.2K shares, valued at $942.4K), LLY (+320 shares, valued at $343.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DFA ETF Tr US Core Equity 2 ETF1.6M shares3.86%2025-12-312026-01-28
DFAX DFA World Ex U S Core Equity 2 Etf1.6M shares2.15%2025-12-312026-01-28 DFEM DFA Emerging Markets Core 2 ETF385.4K shares4.09%2025-12-312026-01-28 DFIC DFA International Core Equity 2 ETF359.7K shares15.44%2025-12-312026-01-28 DFCF DFA Core Fixed Income ETF286.1K shares14.92%2025-12-312026-01-28 AVDE Avantis International Equity ETF137.7K shares0.59%2025-12-312026-01-28 VT Vanguard Total World Stock ETF66.3K shares-0.61%2025-12-312026-01-28 AVUS Avantis US Equity ETF75.8K shares-0.93%2025-12-312026-01-28 DISV DFA International Small Cap Value ETF222.8K shares2.56%2025-12-312026-01-28 DUSB DFA Ultrashort Fixed Income ETF147.9K shares36.12%2025-12-312026-01-28 AVEM Avantis Emerging Markets Equity ETF61.8K shares-0.45%2025-12-312026-01-28 VXUS Vanguard Total International Stock ETF52.5K shares38.27%2025-12-312026-01-28 DFSV DFA US Small Cap Value ETF109.3K shares3.03%2025-12-312026-01-28 AAPL Apple Computer Inc12.6K shares-4.13%2025-12-312026-01-28 VTI Vanguard Total Stock Market ETF9.8K shares0.27%2025-12-312026-01-28 DFAI DFA International Core Equity ETF82.6K shares-2.21%2025-12-312026-01-28 DFAE DFA Emerging Core Equity ETF80.8K shares-1.44%2025-12-312026-01-28 IVV iShares S&P 5003.3K shares-1.05%2025-12-312026-01-28 DFAU DFA US Core Equity ETF34.6K shares9.70%2025-12-312026-01-28 NVDA Nvidia Corp6.8K shares0.32%2025-12-312026-01-28 MSFT Microsoft Corp2.4K shares1.30%2025-12-312026-01-28 VOE Vanguard Mid Cap Value ETF5.4K sharesnew addition2025-12-312026-01-28 VO Vanguard Mid Cap ETF3.2K sharesnew addition2025-12-312026-01-28 TSLA Tesla Motors Inc.1.9K shares-5.53%2025-12-312026-01-28 AMZN Amazon Com Inc3.3K shares-3.31%2025-12-312026-01-28 CSCO Cisco Systems Inc9.5K shares-14.54%2025-12-312026-01-28 DFAT DFA ETF Tr US Target Value ETF12.0K shares1.08%2025-12-312026-01-28 DCOR DFA US Core Equity 1 ETF9.7K shares25.01%2025-12-312026-01-28 DXUV DFA US Vector Equity ETF11.6K shares0.00%2025-12-312026-01-28 IBM International Business Machines2.3K shares34.47%2025-12-312026-01-28 DFSD DFA Short-Duration Fixed Inc ETF13.2K shares-0.85%2025-12-312026-01-28 DFAS DFA ETF Tr US Sm Cap ETF8.5K shares15.36%2025-12-312026-01-28 AVUV Avantis US Small Cap Value ETF5.4K shares0.00%2025-12-312026-01-28 DFIV DFA Etf Tr Intl Vale Etf9.3K shares0.03%2025-12-312026-01-28 ITOT iShares Core S&P Total US Stock Market2.7K shares0.00%2025-12-312026-01-28 JNJ Johnson & Johnson1.8K shares-2.78%2025-12-312026-01-28 DEXC DFA Emerging Markets ex China Core Equity ETF6.2K shares0.51%2025-12-312026-01-28 Duke Energy Duke Energy2.9K shares0.00%2025-12-312026-01-28 LLY Eli Lilly & Co Com320 sharesnew addition2025-12-312026-01-28 VRTX Vertex Pharm Inc755 shares0.00%2025-12-312026-01-28 AVDV Avantis International Small Cap Value ETF3.6K shares-4.44%2025-12-312026-01-28 KRE Spdr Ser Tr S&p Regl Bkg Etf5.0K sharesnew addition2025-12-312026-01-28 META Meta480 sharesnew addition2025-12-312026-01-28 MCD McDonalds Corp1.0K shares-1.82%2025-12-312026-01-28 VUG Vanguard Growth ETF585 shares0.00%2025-12-312026-01-28 WMT Wal-Mart Stores Inc.2.4K shares-8.93%2025-12-312026-01-28 V Visa Inc771 shares0.00%2025-12-312026-01-28 MA Mastercard Inc Class A470 shares0.00%2025-12-312026-01-28 ORCL Oracle Corp1.3K shares0.00%2025-12-312026-01-28 ABBV AbbVie Inc1.0K sharesnew addition2025-12-312026-01-28 BND Vanguard Total Bond Market ETF2.9K shares0.98%2025-12-312026-01-28 DXIV DFA International Vector Equity ETF3.3K sharesnew addition2025-12-312026-01-28 XLK Technology Select Sector SPDR1.5K shares100.00%2025-12-312026-01-28 PG Procter & Gamble Co1.4K shares-9.18%2025-12-312026-01-28 ABT Abbott Laboratories1.6K sharesnew addition2025-12-312026-01-28 TXO Txo Partners L P Com Unit Repstg Ltd Partner Int12.6K shares0.00%2025-12-312026-01-28 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available