Financial Symmetry Inc Top Holdings and 13F Report (2025) About Financial Symmetry IncInvestment ActivityFinancial Symmetry Inc has $162.80 million in total holdings as of March 31, 2025.Financial Symmetry Inc owns shares of 50 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 9.84% of the portfolio was purchased this quarter.About 0.62% of the portfolio was sold this quarter.This quarter, Financial Symmetry Inc has purchased 44 new stocks and bought additional shares in 30 stocks.Financial Symmetry Inc sold shares of 7 stocks and completely divested from 2 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $40,572,832Dimensional World ex U.S. Core Equity 2 ETF $36,421,498Dimensional Emerging Markets Core Equity 2 ETF $9,098,360Dimensional Core Fixed Income ETF $8,789,574Avantis International Equity ETF $8,420,707 Largest New Holdings this Quarter 25434V559 - Dimensional US Vector Equity ETF $526,622 Holding46432F842 - iShares Core MSCI EAFE ETF $301,692 Holding25434V534 - DFA Emerging Markets ex China Core Equity ETF $288,248 Holding922908629 - Vanguard Mid-Cap ETF $268,057 Holding464287150 - iShares Core S&P Total U.S. Stock Market ETF $260,369 Holding Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 119,594 shares (about $3.95M)Dimensional World ex U.S. Core Equity 2 ETF 81,406 shares (about $2.13M)DFA Ultrashort Fixed Income ETF 26,486 shares (about $1.34M)Vanguard Total Stock Market ETF 4,633 shares (about $1.27M)Dimensional Core Fixed Income ETF 24,557 shares (about $1.03M) Largest Sales this Quarter Avantis Emerging Markets Equity ETF 2,828 shares (about $170.16K)Dimensional Emerging Core Equity Market ETF 5,819 shares (about $150.65K)Broadcom 603 shares (about $100.96K)Vanguard Total World Stock ETF 645 shares (about $74.79K)Avantis U.S. Equity ETF 535 shares (about $49.42K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFinancial Symmetry Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$40,572,832$3,945,407 ▲10.8%1,229,85224.9%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$36,421,498$2,132,836 ▲6.2%1,390,13422.4%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$9,098,360$229,673 ▲2.6%343,8535.6%ETFDFCFDimensional Core Fixed Income ETF$8,789,574$1,032,868 ▲13.3%208,9775.4%ETFAVDEAvantis International Equity ETF$8,420,707$241,752 ▲3.0%127,0675.2%ETFVTVanguard Total World Stock ETF$7,822,072$74,787 ▼-0.9%67,4614.8%ETFDFICDimensional International Core Equity 2 ETF$5,960,108$887,113 ▲17.5%214,6243.7%ETFDISVDimensional International Small Cap Value ETF$5,678,803$491,400 ▲9.5%195,0143.5%ETFAVUSAvantis U.S. Equity ETF$4,843,222$49,423 ▼-1.0%52,4273.0%ETFAVEMAvantis Emerging Markets Equity ETF$3,731,697$170,161 ▼-4.4%62,0192.3%ETFDFA Ultrashort Fixed Income ETF$3,004,983$1,343,631 ▲80.9%59,2351.8%COMAAPLApple$2,622,370$92,181 ▲3.6%11,8061.6%Computer and TechnologyVTIVanguard Total Stock Market ETF$2,475,096$1,273,276 ▲105.9%9,0061.5%ETFDFSVDimensional US Small Cap Value ETF$2,466,856$128,335 ▲5.5%87,6331.5%ETFVXUSVanguard Total International Stock ETF$2,399,606$882,068 ▲58.1%38,6411.5%ETFDFAEDimensional Emerging Core Equity Market ETF$2,264,394$150,654 ▼-6.2%87,4621.4%ETFDFAIDimensional International Core Equity Market ETF$2,118,968$94,003 ▲4.6%67,8501.3%ETFIVViShares Core S&P 500 ETF$1,895,648$269,683 ▲16.6%3,3741.2%ETFDFAUDimensional US Core Equity Market ETF$1,079,472$160,064 ▲17.4%28,0820.7%ETFMSFTMicrosoft$845,004$58,561 ▲7.4%2,2510.5%Computer and TechnologyDFSDDimensional Short-Duration Fixed Income ETF$642,064$62,681 ▲10.8%13,5110.4%ETFAMZNAmazon.com$638,703$33,866 ▲5.6%3,3570.4%Retail/WholesaleDFATDimensional U.S. Targeted Value ETF$558,411$103 ▲0.0%10,8450.3%ETFTSLATesla$529,205$12,958 ▲2.5%2,0420.3%Auto/Tires/TrucksDimensional US Vector Equity ETF$526,622$526,622 ▲New Holding10,4790.3%COMNVDANVIDIA$493,288$28,073 ▼-5.4%4,5510.3%Computer and TechnologyCSCOCisco Systems$468,751$53,811 ▲13.0%7,5960.3%Computer and TechnologyIBMInternational Business Machines$461,020$4,973 ▲1.1%1,8540.3%Computer and TechnologyDFASDimensional U.S. Small Cap ETF$388,674$15,655 ▲4.2%6,5050.2%ETFVRTXVertex Pharmaceuticals$366,2140.0%7550.2%MedicalDFIVDimensional International Value ETF$354,6340.0%9,0100.2%ETFAVUVAvantis U.S. Small Cap Value ETF$352,436$82,203 ▲30.4%4,0430.2%ETFMCDMcDonald's$323,6150.0%1,0360.2%Retail/WholesaleIEFAiShares Core MSCI EAFE ETF$301,692$301,692 ▲New Holding3,9880.2%ETFAVDVAvantis International Small Cap Value ETF$295,888$27,267 ▲10.2%4,2430.2%ETFDFA Emerging Markets ex China Core Equity ETF$288,248$288,248 ▲New Holding6,0460.2%COMGOOGAlphabet$284,687$9,375 ▼-3.2%1,8220.2%Computer and TechnologyPGProcter & Gamble$279,830$8,691 ▲3.2%1,6420.2%Consumer StaplesMAMastercard$271,868$14,251 ▲5.5%4960.2%Business ServicesVVisa$269,854$15,070 ▲5.9%7700.2%Business ServicesIJHiShares Core S&P Mid-Cap ETF$268,451$77,951 ▲40.9%4,6010.2%ETFVOVanguard Mid-Cap ETF$268,057$268,057 ▲New Holding1,0360.2%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$260,369$260,369 ▲New Holding2,1340.2%ETFMETAMeta Platforms$255,904$32,276 ▲14.4%4440.2%Computer and TechnologyTXOTXO Partners$240,8030.0%12,5680.1%EnergyWMTWalmart$233,258$233,258 ▲New Holding2,6570.1%Retail/WholesaleAVGOBroadcom$231,388$100,960 ▼-30.4%1,3820.1%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$226,724$226,724 ▲New Holding4,5690.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$202,291$202,291 ▲New Holding2,0450.1%FinancePVCTProvectus Biopharmaceuticals$1,0190.0%10,1910.0%MedicalORCLOracle$0$219,465 ▼-100.0%00.0%Computer and TechnologyLFUSLittelfuse$0$211,378 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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