Financial Symmetry Inc Top Holdings and 13F Report (2025) About Financial Symmetry IncInvestment ActivityFinancial Symmetry Inc has $147.52 million in total holdings as of December 31, 2024.Financial Symmetry Inc owns shares of 44 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 10.26% of the portfolio was purchased this quarter.About 4.16% of the portfolio was sold this quarter.This quarter, Financial Symmetry Inc has purchased 46 new stocks and bought additional shares in 14 stocks.Financial Symmetry Inc sold shares of 15 stocks and completely divested from 4 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $38,403,836Dimensional World ex U.S. Core Equity 2 ETF $32,534,975Dimensional Emerging Markets Core Equity 2 ETF $8,778,189Vanguard Total World Stock ETF $8,001,096Dimensional Core Fixed Income ETF $7,610,997 Largest New Holdings this Quarter Avantis International Small Cap Value ETF $250,670 HoldingVisa $229,761 Holding Largest Purchases this Quarter Dimensional Core Fixed Income ETF 133,784 shares (about $5.52M)Avantis International Equity ETF 38,480 shares (about $2.36M)Dimensional U.S. Core Equity 2 ETF 65,059 shares (about $2.25M)Dimensional International Core Equity 2 ETF 60,874 shares (about $1.57M)DFA Ultrashort Fixed Income ETF 21,663 shares (about $1.10M) Largest Sales this Quarter Dimensional World ex U.S. Core Equity 2 ETF 99,717 shares (about $2.48M)Avantis U.S. Equity ETF 11,872 shares (about $1.15M)Broadcom 1,227 shares (about $284.47K)Dimensional International Core Equity Market ETF 5,454 shares (about $159.15K)Dimensional US Small Cap Value ETF 3,818 shares (about $117.52K) 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$38,403,836$2,250,392 ▲6.2%1,110,25826.0%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$32,534,975$2,478,964 ▼-7.1%1,308,72822.1%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$8,778,189$813,095 ▲10.2%335,1736.0%ETFVTVanguard Total World Stock ETF$8,001,096$52,866 ▼-0.7%68,1065.4%ETFDFCFDimensional Core Fixed Income ETF$7,610,997$5,521,254 ▲264.2%184,4205.2%ETFAVDEAvantis International Equity ETF$7,566,797$2,359,202 ▲45.3%123,4195.1%ETFAVUSAvantis U.S. Equity ETF$5,133,641$1,150,761 ▼-18.3%52,9623.5%ETFDISVDimensional International Small Cap Value ETF$4,729,592$253,924 ▲5.7%178,1393.2%ETFDFICDimensional International Core Equity 2 ETF$4,721,346$1,573,291 ▲50.0%182,6793.2%ETFAVEMAvantis Emerging Markets Equity ETF$3,809,752$540,499 ▲16.5%64,8472.6%ETFAAPLApple$2,852,425$61,100 ▼-2.1%11,3911.9%Computer and TechnologyDFSVDimensional US Small Cap Value ETF$2,557,007$117,518 ▼-4.4%83,0741.7%ETFDFAEDimensional Emerging Core Equity Market ETF$2,371,201$40,799 ▼-1.7%93,2811.6%ETFDFAIDimensional International Core Equity Market ETF$1,892,036$159,148 ▼-7.8%64,8401.3%ETFIVViShares Core S&P 500 ETF$1,703,795$22,372 ▼-1.3%2,8941.2%ETFDFA Ultrashort Fixed Income ETF$1,656,108$1,095,492 ▲195.4%32,7491.1%COMVXUSVanguard Total International Stock ETF$1,440,072$26,401 ▼-1.8%24,4371.0%ETFVTIVanguard Total Stock Market ETF$1,267,465$8,115 ▲0.6%4,3730.9%ETFDFAUDimensional US Core Equity Market ETF$968,458$202 ▲0.0%23,9180.7%ETFMSFTMicrosoft$882,915$4,636 ▼-0.5%2,0950.6%Computer and TechnologyTSLATesla$804,4490.0%1,9920.5%Auto/Tires/TrucksAMZNAmazon.com$697,4410.0%3,1790.5%Retail/WholesaleNVDANVIDIA$645,935$113,206 ▼-14.9%4,8100.4%Computer and TechnologyDFATDimensional U.S. Targeted Value ETF$603,506$5,009 ▲0.8%10,8430.4%ETFDFSDDimensional Short-Duration Fixed Income ETF$571,543$223,939 ▲64.4%12,1920.4%ETFAVGOBroadcom$460,202$284,467 ▼-38.2%1,9850.3%Computer and TechnologyDFASDimensional U.S. Small Cap ETF$406,2940.0%6,2430.3%ETFIBMInternational Business Machines$403,276$1,759 ▲0.4%1,8340.3%Computer and TechnologyCSCOCisco Systems$398,036$49,133 ▼-11.0%6,7240.3%Computer and TechnologyGOOGAlphabet$358,315$9,139 ▲2.6%1,8820.2%Computer and TechnologyDFIVDimensional International Value ETF$319,6750.0%9,0100.2%ETFVRTXVertex Pharmaceuticals$304,1830.0%7550.2%MedicalMCDMcDonald's$300,3260.0%1,0360.2%Retail/WholesaleAVUVAvantis U.S. Small Cap Value ETF$299,252$89,389 ▼-23.0%3,1000.2%ETFPGProcter & Gamble$266,7310.0%1,5910.2%Consumer StaplesAVDVAvantis International Small Cap Value ETF$250,670$250,670 ▲New Holding3,8520.2%ETFMAMastercard$247,4880.0%4700.2%Business ServicesVVisa$229,761$229,761 ▲New Holding7270.2%Business ServicesMETAMeta Platforms$227,1780.0%3880.2%Computer and TechnologyORCLOracle$219,4650.0%1,3170.1%Computer and TechnologyTXOTXO Partners$211,6450.0%12,5680.1%Oils/EnergyLFUSLittelfuse$211,3780.0%8970.1%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$203,444$9,097 ▼-4.3%3,2650.1%ETFPVCTProvectus Biopharmaceuticals$1,2240.0%10,1910.0%MedicalNFLXNetflix$0$802,894 ▼-100.0%00.0%Consumer DiscretionaryKXIiShares Global Consumer Staples ETF$0$256,425 ▼-100.0%00.0%ETFUNHUnitedHealth Group$0$208,481 ▼-100.0%00.0%MedicalXLPConsumer Staples Select Sector SPDR Fund$0$206,089 ▼-100.0%00.0%ETFShowing 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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