Financial Symmetry Inc Top Holdings and 13F Report (2026) About Financial Symmetry IncInvestment ActivityFinancial Symmetry Inc has $299.68 million in total holdings as of June 30, 2026.Financial Symmetry Inc owns shares of 68 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 4.21% of the portfolio was purchased this quarter.About 0.45% of the portfolio was sold this quarter.This quarter, Financial Symmetry Inc has purchased 63 new stocks and bought additional shares in 34 stocks.Financial Symmetry Inc sold shares of 17 stocks and completely divested from 1 stock this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $78,772,899Dimensional World ex U.S. Core Equity 2 ETF $59,063,528Dimensional Emerging Markets Core Equity 2 ETF $17,219,530Dimensional International Core Equity 2 ETF $17,078,610Dimensional Core Fixed Income ETF $14,824,644 Largest New Holdings this Quarter 002824100 - Abbott Laboratories $269,407 Holding883556102 - Thermo Fisher Scientific $249,573 Holding149123101 - Caterpillar $237,473 Holding060505104 - Bank of America $228,519 Holding573874104 - Marvell Technology $208,523 Holding Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 94,863 shares (about $4.21M)Dimensional World ex U.S. Core Equity 2 ETF 58,795 shares (about $2.17M)Dimensional International Core Equity 2 ETF 43,648 shares (about $1.62M)Dimensional Core Fixed Income ETF 15,966 shares (about $673.92K)Dimensional Emerging Markets Core Equity 2 ETF 13,686 shares (about $556.20K) Largest Sales this Quarter Avantis International Equity ETF 4,459 shares (about $397.74K)Avantis Emerging Markets Equity ETF 1,102 shares (about $106.33K)Vanguard Total World Stock ETF 617 shares (about $96.84K)Dimensional Short-Duration Fixed Income ETF 1,995 shares (about $95.26K)Dimensional US Core Equity Market ETF 1,472 shares (about $76.09K) 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$78,772,899$4,208,123 â–²5.6%1,775,76426.3%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$59,063,528$2,166,007 â–²3.8%1,603,24519.7%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$17,219,530$556,199 â–²3.3%423,7095.7%ETFDFICDimensional International Core Equity 2 ETF$17,078,610$1,621,524 â–²10.5%459,7205.7%ETFDFCFDimensional Core Fixed Income ETF$14,824,644$673,924 â–²4.8%351,2124.9%ETFAVDEAvantis International Equity ETF$12,790,091$397,742 â–¼-3.0%143,3874.3%ETFAVUSAvantis U.S. Equity ETF$10,546,465$11,783 â–¼-0.1%82,3433.5%ETFVTVanguard Total World Stock ETF$10,073,455$96,838 â–¼-1.0%64,1833.4%ETFDFA Ultrashort Fixed Income ETF$9,818,948$449,810 â–²4.8%193,3623.3%COMDISVDimensional International Small Cap Value ETF$9,293,549$43,661 â–²0.5%231,5863.1%ETFAVEMAvantis Emerging Markets Equity ETF$6,210,802$106,332 â–¼-1.7%64,3672.1%ETFVXUSVanguard Total International Stock ETF$5,216,106$71,128 â–¼-1.3%61,0141.7%ETFDFSVDimensional US Small Cap Value ETF$4,925,809$105,807 â–²2.2%126,9541.6%ETFDFAIDimensional International Core Equity Market ETF$3,633,896$28,174 â–²0.8%88,0941.2%ETFAAPLApple$3,624,234$147,574 â–²4.2%12,5251.2%Computer and TechnologyVTIVanguard Total Stock Market ETF$3,608,190$4,810 â–¼-0.1%9,7511.2%ETFDFAEDimensional Emerging Core Equity Market ETF$3,259,373$61,481 â–¼-1.9%81,0591.1%ETFIVViShares Core S&P 500 ETF$2,584,372$749 â–²0.0%3,4510.9%ETFVOOVanguard S&P 500 ETF$1,735,040$50,142 â–¼-2.8%2,5260.6%ETFDFAUDimensional US Core Equity Market ETF$1,709,142$76,088 â–¼-4.3%33,0650.6%ETFNVDANVIDIA$1,565,706$354,960 â–²29.3%7,8250.5%Computer and TechnologyDFA US Core Equity 1 ETF$1,145,913$12,051 â–¼-1.0%13,9780.4%COMCSCOCisco Systems$1,096,209$27,132 â–¼-2.4%9,3330.4%Computer and TechnologyVOEVanguard Mid-Cap Value ETF$1,085,930$5,137 â–²0.5%5,4960.4%ETFAMZNAmazon.com$913,557$108,921 â–²13.5%3,8330.3%Retail/WholesaleDFATDimensional U.S. Targeted Value ETF$907,393$489 â–²0.1%12,9890.3%ETFDFSDDimensional Short-Duration Fixed Income ETF$903,484$95,262 â–¼-9.5%18,9210.3%ETFTEMPUS AI INC CL A$821,853$1,043 â–²0.1%14,1870.3%COMTSLATesla$820,170$17,665 â–²2.2%1,9500.3%Auto/Tires/TrucksMSFTMicrosoft$817,864$145,448 â–²21.6%2,1930.3%Computer and TechnologyVOVanguard Mid-Cap ETF$783,199$43,668 â–¼-5.3%9,7210.3%ETFDFA US Vector Equity ETF$771,9990.0%11,6090.3%COMGOOGAlphabet$733,174$12,013 â–²1.7%2,0750.2%Computer and TechnologyDFASDimensional U.S. Small Cap ETF$602,685$823 â–²0.1%7,3190.2%ETFIBMInternational Business Machines$591,990$14,343 â–¼-2.4%2,1050.2%Computer and TechnologyAVUVAvantis U.S. Small Cap Value ETF$585,894$53,150 â–¼-8.3%4,6960.2%ETFABBVAbbVie$563,432$311,788 â–²123.9%2,2390.2%MedicalDFIVDimensional International Value ETF$526,204$594 â–²0.1%9,7520.2%ETFJNJJohnson & Johnson$500,829$35,556 â–²7.6%1,9720.2%MedicalITOTiShares Core S&P Total U.S. Stock Market ETF$437,9440.0%2,6660.1%ETFAVGOBroadcom$412,125$76,683 â–²22.9%1,0910.1%Computer and TechnologyLLYEli Lilly and Company$410,205$59,971 â–²17.1%3420.1%MedicalDFA Emerging Markets ex China Core Equity ETF$389,165$1,817 â–²0.5%4,7110.1%COMVRTXVertex Pharmaceuticals$377,6660.0%7600.1%MedicalDUKDuke Energy$372,103$127 â–²0.0%2,9400.1%UtilitiesAVDVAvantis International Small Cap Value ETF$361,875$4,431 â–¼-1.2%3,5120.1%ETFKRESPDR S&P Regional Banking ETF$326,040$1,871 â–²0.6%4,3560.1%ETFVUGVanguard Growth ETF$302,3510.0%3,5100.1%ETFWal-Mart Stores Inc.$298,948$19,371 â–²6.9%2,6390.1%COMVVisa$291,970$34,309 â–²13.3%8510.1%Business ServicesXLKTechnology Select Sector SPDR Fund$279,6830.0%1,4680.1%ETFIJHiShares Core S&P Mid-Cap ETF$277,362$231 â–²0.1%3,5970.1%ETFBIIBBiogen$269,5360.0%1,2480.1%MedicalABTAbbott Laboratories$269,407$269,407 â–²New Holding2,9690.1%MedicalMCDMcDonald's$260,9840.0%9660.1%Retail/WholesaleTMOThermo Fisher Scientific$249,573$249,573 â–²New Holding4980.1%MedicalMAMastercard$241,3920.0%4700.1%Business ServicesCATCaterpillar$237,473$237,473 â–²New Holding2230.1%IndustrialsCSXCSX$232,6590.0%4,8950.1%TransportationSCHFSchwab International Equity ETF$229,574$942 â–²0.4%8,2880.1%ETFBACBank of America$228,519$228,519 â–²New Holding4,0110.1%FinanceORCLOracle$214,256$18,465 â–²9.4%1,4620.1%Computer and TechnologyMRVLMarvell Technology$208,523$208,523 â–²New Holding7000.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$207,602$3,734 â–¼-1.8%2780.1%FinanceXOMExxonMobil$206,174$25,703 â–²14.2%1,5080.1%EnergySTXSeagate Technology$200,720$200,720 â–²New Holding2080.1%Computer and TechnologyTXOTXO Partners$157,1000.0%12,5680.1%EnergyPVCTProvectus Biopharmaceuticals$7070.0%10,1910.0%MedicalDFA International Vector Equity ETF$0$231,796 â–¼-100.0%00.0%COMShowing largest 100 holdings. 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