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 $299.7M across 68 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFAC ($78.8M, 26.29%), DFAX ($59.1M, 19.71%), DFEM ($17.2M, 5.75%), DFIC ($17.1M, 5.70%), DFCF ($14.8M, 4.95%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DFA ETF Tr US Core Equity 2 ETF | $78.8M | 26.29% | 1.8M | Added |
| 2 | DFAX | DFA World Ex U S Core Equity 2 Etf | $59.1M | 19.71% | 1.6M | Added |
| 3 | DFEM | DFA Emerging Markets Core 2 ETF | $17.2M | 5.75% | 423,709 | Added |
| 4 | DFIC | DFA International Core Equity 2 ETF | $17.1M | 5.70% | 459,720 | Added |
| 5 | DFCF | DFA Core Fixed Income ETF | $14.8M | 4.95% | 351,212 | Added |
| 6 | AVDE | Avantis International Equity ETF | $12.8M | 4.27% | 143,387 | Trimmed |
| 7 | AVUS | Avantis US Equity ETF | $10.5M | 3.52% | 82,343 | Trimmed |
| 8 | VT | Vanguard Total World Stock ETF | $10.1M | 3.36% | 64,183 | Trimmed |
| 9 | DUSB | DFA Ultrashort Fixed Income ETF | $9.8M | 3.28% | 193,362 | Added |
| 10 | DISV | DFA International Small Cap Value ETF | $9.3M | 3.10% | 231,586 | Added |
| 11 | AVEM | Avantis Emerging Markets Equity ETF | $6.2M | 2.07% | 64,367 | Trimmed |
| 12 | VXUS | Vanguard Total International Stock ETF | $5.2M | 1.74% | 61,014 | Trimmed |
| 13 | DFSV | DFA US Small Cap Value ETF | $4.9M | 1.64% | 126,954 | Added |
| 14 | DFAI | DFA International Core Equity ETF | $3.6M | 1.21% | 88,094 | Added |
| 15 | AAPL | Apple Computer Inc | $3.6M | 1.21% | 12,525 | Added |
| 16 | VTI | Vanguard Total Stock Market ETF | $3.6M | 1.20% | 9,751 | Trimmed |
| 17 | DFAE | DFA Emerging Core Equity ETF | $3.3M | 1.09% | 81,059 | Trimmed |
| 18 | IVV | iShares S&P 500 | $2.6M | 0.86% | 3,451 | Added |
| 19 | VOO | Vanguard S&P 500 ETF | $1.7M | 0.58% | 2,526 | Trimmed |
| 20 | DFAU | DFA US Core Equity ETF | $1.7M | 0.57% | 33,065 | Trimmed |
| 21 | NVDA | Nvidia Corp | $1.6M | 0.52% | 7,825 | Added |
| 22 | DCOR | DFA US Core Equity 1 ETF | $1.1M | 0.38% | 13,978 | Trimmed |
| 23 | CSCO | Cisco Systems Inc | $1.1M | 0.37% | 9,333 | Trimmed |
| 24 | VOE | Vanguard Mid Cap Value ETF | $1.1M | 0.36% | 5,496 | Added |
| 25 | DFSD | DFA Short-Duration Fixed Inc ETF | $903,484 | 0.30% | 18,921 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30