Financial Symmetry Inc Top Holdings and 13F Report (2024) About Financial Symmetry IncInvestment ActivityFinancial Symmetry Inc has $143.14 million in total holdings as of September 30, 2024.Financial Symmetry Inc owns shares of 46 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 5.04% of the portfolio was purchased this quarter.About 0.17% of the portfolio was sold this quarter.This quarter, Financial Symmetry Inc has purchased 41 new stocks and bought additional shares in 25 stocks.Financial Symmetry Inc sold shares of 5 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional World ex U.S. Core Equity 2 ETF $38,042,095Dimensional U.S. Core Equity 2 ETF $35,839,883Dimensional Emerging Markets Core Equity 2 ETF $8,561,164Vanguard Total World Stock ETF $8,206,134Avantis U.S. Equity ETF $6,168,972 Largest New Holdings this Quarter Oracle $224,417 HoldingMeta Platforms $222,107 HoldingiShares Core S&P Mid-Cap ETF $212,561 HoldingUnitedHealth Group $208,481 HoldingConsumer Staples Select Sector SPDR Fund $206,089 Holding Largest Purchases this Quarter Dimensional World ex U.S. Core Equity 2 ETF 74,914 shares (about $2.02M)Dimensional U.S. Core Equity 2 ETF 21,758 shares (about $746.08K)Dimensional Core Fixed Income ETF 14,312 shares (about $618.13K)Broadcom 2,839 shares (about $489.73K)Dimensional Emerging Markets Core Equity 2 ETF 14,060 shares (about $395.79K) Largest Sales this Quarter Vanguard Total World Stock ETF 1,267 shares (about $151.66K)Vanguard Total International Stock ETF 620 shares (about $40.14K)Apple 161 shares (about $37.51K)International Business Machines 23 shares (about $5.08K)Tesla 15 shares (about $3.92K) 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 PortfolioSectorDFAXDimensional World ex U.S. Core Equity 2 ETF$38,042,095$2,023,427 ▲5.6%1,408,44526.6%ETFDFACDimensional U.S. Core Equity 2 ETF$35,839,883$746,082 ▲2.1%1,045,19925.0%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$8,561,164$395,788 ▲4.8%304,1276.0%ETFVTVanguard Total World Stock ETF$8,206,134$151,660 ▼-1.8%68,5565.7%ETFAVUSAvantis U.S. Equity ETF$6,168,972$150,433 ▲2.5%64,8344.3%ETFAVDEAvantis International Equity ETF$5,693,449$39,279 ▲0.7%84,9394.0%ETFDISVDimensional International Small Cap Value ETF$4,898,791$200,630 ▲4.3%168,5753.4%ETFAVEMAvantis Emerging Markets Equity ETF$3,594,825$50,776 ▲1.4%55,6472.5%ETFDFICDimensional International Core Equity 2 ETF$3,427,595$205,113 ▲6.4%121,8052.4%ETFAAPLApple$2,710,853$37,512 ▼-1.4%11,6351.9%Computer and TechnologyDFSVDimensional US Small Cap Value ETF$2,676,273$132,070 ▲5.2%86,8921.9%ETFDFAEDimensional Emerging Core Equity Market ETF$2,600,838$65,949 ▲2.6%94,8861.8%ETFDFAIDimensional International Core Equity Market ETF$2,233,953$86,728 ▲4.0%70,2941.6%ETFDFCFDimensional Core Fixed Income ETF$2,186,957$618,132 ▲39.4%50,6361.5%ETFIVViShares Core S&P 500 ETF$1,691,449$30,575 ▲1.8%2,9321.2%ETFVXUSVanguard Total International Stock ETF$1,611,055$40,139 ▼-2.4%24,8851.1%ETFVTIVanguard Total Stock Market ETF$1,230,452$13,310 ▲1.1%4,3450.9%ETFDFAUDimensional US Core Equity Market ETF$949,095$160,782 ▲20.4%23,9130.7%ETFMSFTMicrosoft$906,242$79,178 ▲9.6%2,1060.6%Computer and TechnologyNFLXNetflix$802,8940.0%1,1320.6%Consumer DiscretionaryNVDANVIDIA$686,500$21,252 ▲3.2%5,6530.5%Computer and TechnologyDFATDimensional U.S. Targeted Value ETF$598,200$194,820 ▲48.3%10,7530.4%ETFAMZNAmazon.com$592,3430.0%3,1790.4%Retail/WholesaleDFA Ultrashort Fixed Income ETF$562,828$245,672 ▲77.5%11,0860.4%COMAVGOBroadcom$554,070$489,728 ▲761.1%3,2120.4%Computer and TechnologyTSLATesla$521,167$3,924 ▼-0.7%1,9920.4%Auto/Tires/TrucksDFASDimensional U.S. Small Cap ETF$404,921$105,852 ▲35.4%6,2430.3%ETFIBMInternational Business Machines$403,605$5,084 ▼-1.2%1,8260.3%Computer and TechnologyCSCOCisco Systems$402,024$4,098 ▲1.0%7,5540.3%Computer and TechnologyAVUVAvantis U.S. Small Cap Value ETF$386,325$480 ▲0.1%4,0260.3%ETFDFSDDimensional Short-Duration Fixed Income ETF$353,972$3,389 ▲1.0%7,4150.2%ETFVRTXVertex Pharmaceuticals$351,3030.0%7550.2%MedicalDFIVDimensional International Value ETF$343,1010.0%9,0100.2%ETFMCDMcDonald's$315,4720.0%1,0360.2%Retail/WholesaleGOOGAlphabet$306,635$78,581 ▲34.5%1,8340.2%Computer and TechnologyPGProcter & Gamble$275,5610.0%1,5910.2%Consumer StaplesKXIiShares Global Consumer Staples ETF$256,4250.0%3,9000.2%ETFTXOTXO Partners$248,5950.0%12,5680.2%Oils/EnergyLFUSLittelfuse$237,9290.0%8970.2%Computer and TechnologyMAMastercard$232,0860.0%4700.2%Business ServicesORCLOracle$224,417$224,417 ▲New Holding1,3170.2%Computer and TechnologyMETAMeta Platforms$222,107$222,107 ▲New Holding3880.2%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$212,561$212,561 ▲New Holding3,4110.1%ETFUNHUnitedHealth Group$208,481$208,481 ▲New Holding3570.1%MedicalXLPConsumer Staples Select Sector SPDR Fund$206,089$206,089 ▲New Holding2,4830.1%ETFPVCTProvectus Biopharmaceuticals$9980.0%10,1910.0%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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