Financial Symmetry Inc Top Holdings and 13F Report (2025) About Financial Symmetry IncInvestment ActivityFinancial Symmetry Inc has $193.62 million in total holdings as of June 30, 2025.Financial Symmetry Inc owns shares of 48 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 8.92% of the portfolio was purchased this quarter.About 1.08% of the portfolio was sold this quarter.This quarter, Financial Symmetry Inc has purchased 50 new stocks and bought additional shares in 26 stocks.Financial Symmetry Inc sold shares of 12 stocks and completely divested from 6 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $50,902,755Dimensional World ex U.S. Core Equity 2 ETF $42,257,620Dimensional Emerging Markets Core Equity 2 ETF $10,794,421Avantis International Equity ETF $10,308,065Dimensional Core Fixed Income ETF $9,186,045 Largest New Holdings this Quarter 26441C204 - Duke Energy $340,635 Holding68389X105 - Oracle $287,936 Holding921937835 - Vanguard Total Bond Market ETF $207,808 Holding25434V625 - DFA US Core Equity 1 ETF $204,617 Holding Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 190,426 shares (about $6.82M)Avantis U.S. Equity ETF 24,791 shares (about $2.50M)Dimensional World ex U.S. Core Equity 2 ETF 48,668 shares (about $1.43M)Dimensional International Core Equity 2 ETF 44,696 shares (about $1.39M)Avantis International Equity ETF 12,212 shares (about $903.81K) Largest Sales this Quarter Dimensional Emerging Core Equity Market ETF 3,668 shares (about $106.19K)Vanguard Total World Stock ETF 795 shares (about $102.17K)iShares Core S&P Mid-Cap ETF 1,328 shares (about $82.37K)NVIDIA 450 shares (about $71.10K)Vanguard Total Stock Market ETF 221 shares (about $67.17K) 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$50,902,755$6,824,867 ▲15.5%1,420,27826.3%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$42,257,620$1,429,379 ▲3.5%1,438,80221.8%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$10,794,421$588,852 ▲5.8%363,6935.6%ETFAVDEAvantis International Equity ETF$10,308,065$903,812 ▲9.6%139,2795.3%ETFDFCFDimensional Core Fixed Income ETF$9,186,045$354,688 ▲4.0%217,3704.7%ETFVTVanguard Total World Stock ETF$8,567,887$102,173 ▼-1.2%66,6664.4%ETFDFICDimensional International Core Equity 2 ETF$8,062,256$1,389,598 ▲20.8%259,3204.2%ETFAVUSAvantis U.S. Equity ETF$7,785,142$2,499,436 ▲47.3%77,2184.0%ETFDISVDimensional International Small Cap Value ETF$6,670,017$252,091 ▲3.9%202,6743.4%ETFAVEMAvantis Emerging Markets Equity ETF$4,374,432$123,646 ▲2.9%63,8232.3%ETFDFA Ultrashort Fixed Income ETF$3,706,032$699,845 ▲23.3%73,0251.9%COMDFAIDimensional International Core Equity Market ETF$2,786,424$440,839 ▲18.8%80,6021.4%ETFDFSVDimensional US Small Cap Value ETF$2,694,733$115,690 ▲4.5%91,5641.4%ETFVTIVanguard Total Stock Market ETF$2,669,900$67,165 ▼-2.5%8,7851.4%ETFVXUSVanguard Total International Stock ETF$2,609,598$60,108 ▼-2.3%37,7711.3%ETFAAPLApple$2,484,301$62,164 ▲2.6%12,1091.3%Computer and TechnologyDFAEDimensional Emerging Core Equity Market ETF$2,425,838$106,189 ▼-4.2%83,7941.3%ETFIVViShares Core S&P 500 ETF$2,066,717$27,937 ▼-1.3%3,3291.1%ETFDFAUDimensional US Core Equity Market ETF$1,253,432$63,879 ▲5.4%29,5900.6%ETFMSFTMicrosoft$1,115,709$3,979 ▼-0.4%2,2430.6%Computer and TechnologyCSCOCisco Systems$748,820$221,808 ▲42.1%10,7930.4%Computer and TechnologyAMZNAmazon.com$741,319$4,827 ▲0.7%3,3790.4%Retail/WholesaleDFSDDimensional Short-Duration Fixed Income ETF$668,416$19,733 ▲3.0%13,9220.3%ETFTSLATesla$658,192$9,530 ▲1.5%2,0720.3%Auto/Tires/TrucksNVDANVIDIA$647,917$71,096 ▼-9.9%4,1010.3%Computer and TechnologyDFATDimensional U.S. Targeted Value ETF$592,821$7,609 ▲1.3%10,9860.3%ETFIBMInternational Business Machines$562,379$15,916 ▲2.9%1,9080.3%Computer and TechnologyDFA US Vector Equity ETF$546,693$21,584 ▼-3.8%10,0810.3%COMAVUVAvantis U.S. Small Cap Value ETF$488,304$119,981 ▲32.6%5,3600.3%ETFDFASDimensional U.S. Small Cap ETF$470,095$55,680 ▲13.4%7,3790.2%ETFDFIVDimensional International Value ETF$385,8980.0%9,0100.2%ETFGOOGAlphabet$350,996$27,846 ▲8.6%1,9790.2%Computer and TechnologyDUKDuke Energy$340,635$340,635 ▲New Holding2,8870.2%UtilitiesVRTXVertex Pharmaceuticals$336,2860.0%7550.2%MedicalDFA Emerging Markets ex China Core Equity ETF$332,116$2,183 ▲0.7%6,0860.2%COMMCDMcDonald's$302,6880.0%1,0360.2%Retail/WholesaleAVDVAvantis International Small Cap Value ETF$294,889$41,459 ▼-12.3%3,7200.2%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$288,1750.0%2,1340.1%ETFORCLOracle$287,936$287,936 ▲New Holding1,3170.1%Computer and TechnologyVVisa$273,744$355 ▲0.1%7710.1%Business ServicesMAMastercard$264,112$14,610 ▼-5.2%4700.1%Business ServicesWMTWalmart$260,193$391 ▲0.2%2,6610.1%Retail/WholesalePGProcter & Gamble$253,478$8,125 ▼-3.1%1,5910.1%Consumer StaplesBNDVanguard Total Bond Market ETF$207,808$207,808 ▲New Holding2,8220.1%ETFDFA US Core Equity 1 ETF$204,617$204,617 ▲New Holding3,0610.1%COMIJHiShares Core S&P Mid-Cap ETF$203,009$82,370 ▼-28.9%3,2730.1%ETFTXOTXO Partners$189,0230.0%12,5680.1%EnergyPVCTProvectus Biopharmaceuticals$7630.0%10,1910.0%MedicalIEFAiShares Core MSCI EAFE ETF$0$301,692 ▼-100.0%00.0%ETFVOVanguard Mid-Cap ETF$0$268,057 ▼-100.0%00.0%ETFMETAMeta Platforms$0$255,904 ▼-100.0%00.0%Computer and TechnologyAVGOBroadcom$0$231,388 ▼-100.0%00.0%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$0$226,724 ▼-100.0%00.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$0$202,291 ▼-100.0%00.0%FinanceShowing 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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