Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Financial Symmetry Inc (CIK 2004843) reported $281.5M across 63 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($71.3M, 25.33%), DFAX ($56.6M, 20.10%), DFEM ($15.9M, 5.66%), DFIC ($15.6M, 5.53%), DFCF ($14.2M, 5.03%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DFA ETF Tr US Core Equity 2 ETF | $71.3M | 25.33% | 1.7M | Added |
| 2 | DFAX | DFA World Ex U S Core Equity 2 Etf | $56.6M | 20.10% | 1.5M | Trimmed |
| 3 | DFEM | DFA Emerging Markets Core 2 ETF | $15.9M | 5.66% | 410,023 | Added |
| 4 | DFIC | DFA International Core Equity 2 ETF | $15.6M | 5.53% | 416,072 | Added |
| 5 | DFCF | DFA Core Fixed Income ETF | $14.2M | 5.03% | 335,246 | Added |
| 6 | AVDE | Avantis International Equity ETF | $13.3M | 4.71% | 147,846 | Added |
| 7 | AVUS | Avantis US Equity ETF | $10.1M | 3.58% | 82,435 | Added |
| 8 | VT | Vanguard Total World Stock ETF | $9.8M | 3.48% | 64,800 | Trimmed |
| 9 | DISV | DFA International Small Cap Value ETF | $9.5M | 3.38% | 230,498 | Added |
| 10 | DUSB | DFA Ultrashort Fixed Income ETF | $9.4M | 3.33% | 184,504 | Added |
| 11 | AVEM | Avantis Emerging Markets Equity ETF | $5.9M | 2.10% | 65,469 | Added |
| 12 | VXUS | Vanguard Total International Stock ETF | $5.1M | 1.83% | 61,846 | Added |
| 13 | DFSV | DFA US Small Cap Value ETF | $4.7M | 1.66% | 124,227 | Added |
| 14 | DFAI | DFA International Core Equity ETF | $3.6M | 1.27% | 87,411 | Added |
| 15 | VTI | Vanguard Total Stock Market ETF | $3.5M | 1.23% | 9,764 | Trimmed |
| 16 | AAPL | Apple Computer Inc | $3.3M | 1.16% | 12,015 | Trimmed |
| 17 | DFAE | DFA Emerging Core Equity ETF | $3.1M | 1.12% | 82,588 | Added |
| 18 | IVV | iShares S&P 500 | $2.5M | 0.89% | 3,450 | Added |
| 19 | DFAU | DFA US Core Equity ETF | $1.7M | 0.61% | 34,537 | Trimmed |
| 20 | VOO | Vanguard S&P 500 ETF | $1.7M | 0.61% | 2,599 | Added |
| 21 | NVDA | Nvidia Corp | $1.2M | 0.43% | 6,051 | Trimmed |
| 22 | DCOR | DFA US Core Equity 1 ETF | $1.1M | 0.40% | 14,125 | Added |
| 23 | VOE | Vanguard Mid Cap Value ETF | $1.1M | 0.38% | 5,470 | Added |
| 24 | DFSD | DFA Short-Duration Fixed Inc ETF | $1.0M | 0.36% | 20,916 | Added |
| 25 | AMZN | Amazon Com Inc | $894,843 | 0.32% | 3,376 | Added |
Source: SEC Form 13F filings · as of 2026-03-31