Financial Symmetry Inc Top Holdings and 13F Report (2026) About Financial Symmetry IncInvestment ActivityFinancial Symmetry Inc has $281.47 million in total holdings as of March 31, 2026.Financial Symmetry Inc owns shares of 63 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 6.80% of the portfolio was purchased this quarter.About 0.92% of the portfolio was sold this quarter.This quarter, Financial Symmetry Inc has purchased 60 new stocks and bought additional shares in 30 stocks.Financial Symmetry Inc sold shares of 17 stocks and completely divested from 4 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $71,287,017Dimensional World ex U.S. Core Equity 2 ETF $56,588,666Dimensional Emerging Markets Core Equity 2 ETF $15,941,689Dimensional International Core Equity 2 ETF $15,573,585Dimensional Core Fixed Income ETF $14,160,775 Largest New Holdings this Quarter 88023B103 - TEMPUS AI INC CL A $786,096 Holding464287507 - iShares Core S&P Mid-Cap ETF $261,533 Holding09062X103 - Biogen $236,128 Holding126408103 - CSX $222,380 Holding808524805 - Schwab International Equity ETF $219,230 Holding Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 100,284 shares (about $4.25M)Dimensional International Core Equity 2 ETF 56,363 shares (about $2.11M)Dimensional Core Fixed Income ETF 49,137 shares (about $2.08M)DFA Ultrashort Fixed Income ETF 36,586 shares (about $1.86M)Dimensional Emerging Markets Core Equity 2 ETF 24,606 shares (about $956.68K) Largest Sales this Quarter Dimensional World ex U.S. Core Equity 2 ETF 13,003 shares (about $476.43K)Microsoft 606 shares (about $247.14K)Vanguard Total World Stock ETF 1,539 shares (about $232.70K)Apple 589 shares (about $159.83K)NVIDIA 795 shares (about $158.66K) 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$71,287,017$4,253,045 â–²6.3%1,680,90125.3%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$56,588,666$476,430 â–¼-0.8%1,544,45020.1%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$15,941,689$956,681 â–²6.4%410,0235.7%ETFDFICDimensional International Core Equity 2 ETF$15,573,585$2,109,668 â–²15.7%416,0725.5%ETFDFCFDimensional Core Fixed Income ETF$14,160,775$2,075,545 â–²17.2%335,2465.0%ETFAVDEAvantis International Equity ETF$13,255,858$911,303 â–²7.4%147,8464.7%ETFAVUSAvantis U.S. Equity ETF$10,064,532$812,757 â–²8.8%82,4353.6%ETFVTVanguard Total World Stock ETF$9,797,743$232,696 â–¼-2.3%64,8003.5%ETFDISVDimensional International Small Cap Value ETF$9,517,253$318,304 â–²3.5%230,4983.4%ETFDFA Ultrashort Fixed Income ETF$9,365,441$1,857,109 â–²24.7%184,5043.3%COMAVEMAvantis Emerging Markets Equity ETF$5,915,742$333,517 â–²6.0%65,4692.1%ETFVXUSVanguard Total International Stock ETF$5,136,925$772,291 â–²17.7%61,8461.8%ETFDFSVDimensional US Small Cap Value ETF$4,677,130$563,280 â–²13.7%124,2271.7%ETFDFAIDimensional International Core Equity Market ETF$3,588,208$195,479 â–²5.8%87,4111.3%ETFVTIVanguard Total Stock Market ETF$3,458,375$2,479 â–¼-0.1%9,7641.2%ETFAAPLApple$3,260,270$159,825 â–¼-4.7%12,0151.2%Computer and TechnologyDFAEDimensional Emerging Core Equity Market ETF$3,148,243$68,196 â–²2.2%82,5881.1%ETFIVViShares Core S&P 500 ETF$2,491,125$115,530 â–²4.9%3,4500.9%ETFVOOVanguard S&P 500 ETF$1,716,523$3,963 â–²0.2%2,5990.6%ETFDFAUDimensional US Core Equity Market ETF$1,713,035$4,613 â–¼-0.3%34,5370.6%ETFNVDANVIDIA$1,207,598$158,658 â–¼-11.6%6,0510.4%Computer and TechnologyDFA US Core Equity 1 ETF$1,112,831$349,724 â–²45.8%14,1250.4%COMVOEVanguard Mid-Cap Value ETF$1,065,098$10,904 â–²1.0%5,4700.4%ETFDFSDDimensional Short-Duration Fixed Income ETF$1,001,680$369,524 â–²58.5%20,9160.4%ETFAMZNAmazon.com$894,843$18,554 â–²2.1%3,3760.3%Retail/WholesaleCSCOCisco Systems$875,071$8,601 â–²1.0%9,5640.3%Computer and TechnologyDFATDimensional U.S. Targeted Value ETF$871,842$67,292 â–²8.4%12,9820.3%ETFVOVanguard Mid-Cap ETF$793,439$542,411 â–²216.1%10,2630.3%ETFTEMPUS AI INC CL A$786,096$786,096 â–²New Holding14,1690.3%COMGOOGAlphabet$779,555$764 â–¼-0.1%2,0410.3%Computer and TechnologyDFA US Vector Equity ETF$746,1100.0%11,6090.3%COMMSFTMicrosoft$735,311$247,143 â–¼-25.2%1,8030.3%Computer and TechnologyTSLATesla$728,150$8,014 â–¼-1.1%1,9080.3%Auto/Tires/TrucksAVUVAvantis U.S. Small Cap Value ETF$615,403$30,998 â–¼-4.8%5,1220.2%ETFDFASDimensional U.S. Small Cap ETF$564,928$94,451 â–¼-14.3%7,3090.2%ETFDFIVDimensional International Value ETF$536,915$22,268 â–²4.3%9,7410.2%ETFIBMInternational Business Machines$498,028$39,962 â–¼-7.4%2,1560.2%Computer and TechnologyJNJJohnson & Johnson$421,085$3,678 â–²0.9%1,8320.1%MedicalITOTiShares Core S&P Total U.S. Stock Market ETF$419,3350.0%2,6660.1%ETFDUKDuke Energy$380,8040.0%2,9390.1%UtilitiesAVDVAvantis International Small Cap Value ETF$377,3920.0%3,5550.1%ETFAVGOBroadcom$370,678$22,541 â–²6.5%8880.1%Computer and TechnologyDFA Emerging Markets ex China Core Equity ETF$349,862$110,204 â–¼-24.0%4,6890.1%COMWal-Mart Stores Inc.$325,642$5,410 â–²1.7%2,4680.1%COMVRTXVertex Pharmaceuticals$324,939$2,138 â–²0.7%7600.1%MedicalKRESPDR S&P Regional Banking ETF$302,508$44,982 â–¼-12.9%4,3310.1%ETFVUGVanguard Growth ETF$291,927$243,273 â–²500.0%3,5100.1%ETFMCDMcDonald's$283,461$17,900 â–¼-5.9%9660.1%Retail/WholesaleLLYEli Lilly and Company$272,903$26,169 â–¼-8.8%2920.1%MedicalIJHiShares Core S&P Mid-Cap ETF$261,533$261,533 â–²New Holding3,5940.1%ETFVVisa$247,710$6,597 â–¼-2.6%7510.1%Business ServicesMAMastercard$236,3720.0%4700.1%Business ServicesBIIBBiogen$236,128$236,128 â–²New Holding1,2480.1%MedicalXLKTechnology Select Sector SPDR Fund$234,1460.0%1,4680.1%ETFDFA International Vector Equity ETF$231,796$142 â–²0.1%3,2570.1%COMCSXCSX$222,380$222,380 â–²New Holding4,8950.1%TransportationSCHFSchwab International Equity ETF$219,230$219,230 â–²New Holding8,2540.1%ETFORCLOracle$215,617$3,066 â–²1.4%1,3360.1%Computer and TechnologyABBVAbbVie$211,3200.0%1,0000.1%MedicalXOMExxonMobil$203,716$203,716 â–²New Holding1,3200.1%EnergySPYSPDR S&P 500 ETF Trust$203,381$203,381 â–²New Holding2830.1%FinanceTXOTXO Partners$156,2200.0%12,5680.1%EnergyPVCTProvectus Biopharmaceuticals$5810.0%10,1910.0%MedicalMETAMeta Platforms$0$316,843 â–¼-100.0%00.0%Computer and TechnologyBNDVanguard Total Bond Market ETF$0$212,728 â–¼-100.0%00.0%ETFPGProcter & Gamble$0$207,083 â–¼-100.0%00.0%Consumer StaplesABTAbbott Laboratories$0$202,343 â–¼-100.0%00.0%MedicalShowing 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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