Financial Symmetry Inc - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 28, 2026, for the 2025 Q4 period, Financial Symmetry Inc held in its portfolio 60 assets valued at $245,203,747 (i.e. $245.20M).
The most valuable assets in the portfolio included: DFA ETF Tr US Core Equity 2 ETF ($62.58M), DFA World Ex U S Core Equity 2 Etf ($50.98M), and DFA Emerging Markets Core 2 ETF ($12.75M).
The chart below shows the top 10 valuable assets, and the table below shows the top 60 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Financial Symmetry Inc - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DFA ETF Tr US Core Equity 2 ETF | 1580617 | 62576628 | COM |
| DFA World Ex U S Core Equity 2 Etf | 1557453 | 50975426 | COM |
| DFA Emerging Markets Core 2 ETF | 385417 | 12749589 | COM |
| DFA International Core Equity 2 ETF | 359709 | 12395570 | COM |
| DFA Core Fixed Income ETF | 286109 | 12176815 | COM |
| Avantis International Equity ETF | 137682 | 11333983 | COM |
| Vanguard Total World Stock ETF | 66339 | 9357814 | COM |
| Avantis US Equity ETF | 75778 | 8470494 | COM |
| DFA International Small Cap Value ETF | 222789 | 8465969 | COM |
| DFA Ultrashort Fixed Income ETF | 147918 | 7492022 | COM |
| Avantis Emerging Markets Equity ETF | 61778 | 4758143 | COM |
| Vanguard Total International Stock ETF | 52548 | 3964230 | COM |
| DFA US Small Cap Value ETF | 109266 | 3593755 | COM |
| Apple Computer Inc | 12604 | 3426523 | COM |
| Vanguard Total Stock Market ETF | 9771 | 3275981 | COM |
| DFA International Core Equity ETF | 82649 | 3149758 | COM |
| DFA Emerging Core Equity ETF | 80799 | 2631634 | COM |
| iShares S&P 500 | 3290 | 2253213 | COM |
| Vanguard S&P 500 ETF | 2593 | 1625891 | COM |
| DFA US Core Equity ETF | 34630 | 1620684 | COM |
| Nvidia Corp | 6846 | 1276779 | COM |
| Microsoft Corp | 2409 | 1165102 | COM |
| Vanguard Mid Cap Value ETF | 5414 | 960194 | COM |
| Vanguard Mid Cap ETF | 3247 | 942398 | COM |
| Tesla Motors Inc. | 1929 | 867510 | COM |
| Amazon Com Inc | 3306 | 763091 | COM |
| Cisco Systems Inc | 9470 | 729474 | COM |
| DFA ETF Tr US Target Value ETF | 11980 | 713316 | COM |
| DFA US Core Equity 1 ETF | 9686 | 713183 | COM |
| DFA US Vector Equity ETF | 11609 | 693986 | COM |
| International Business Machines | 2329 | 689859 | COM |
| Alphabet Inc. Class C | 2043 | 640958 | COM |
| DFA Short-Duration Fixed Inc ETF | 13200 | 632929 | COM |
| DFA ETF Tr US Sm Cap ETF | 8531 | 594368 | COM |
| Avantis US Small Cap Value ETF | 5380 | 548692 | COM |
| DFA Etf Tr Intl Vale Etf | 9337 | 465907 | COM |
| iShares Core S&P Total US Stock Market | 2666 | 396408 | COM |
| Johnson & Johnson | 1816 | 375821 | COM |
| DFA Emerging Markets ex China Core Equity ETF | 6166 | 373185 | COM |
| Duke Energy | 2939 | 344506 | COM |
| Eli Lilly & Co Com | 320 | 343898 | COM |
| Vertex Pharm Inc | 755 | 342436 | COM |
| Avantis International Small Cap Value ETF | 3555 | 334078 | COM |
| Spdr Ser Tr S&p Regl Bkg Etf | 4975 | 322457 | COM |
| Meta | 480 | 316843 | COM |
| McDonalds Corp | 1027 | 313882 | COM |
| Broadcom Inc Com | 834 | 288647 | COM |
| Vanguard Growth ETF | 585 | 285398 | COM |
| Wal-Mart Stores Inc. | 2427 | 270416 | COM |
| Visa Inc | 771 | 270397 | COM |
| Mastercard Inc Class A | 470 | 268314 | COM |
| Oracle Corp | 1317 | 256696 | COM |
| AbbVie Inc | 1000 | 228490 | COM |
| Vanguard Total Bond Market ETF | 2872 | 212728 | COM |
| DFA International Vector Equity ETF | 3255 | 211834 | COM |
| Technology Select Sector SPDR | 1468 | 211348 | COM |
| Procter & Gamble Co | 1445 | 207083 | COM |
| Abbott Laboratories | 1615 | 202343 | COM |
| Txo Partners L P Com Unit Repstg Ltd Partner Int | 12568 | 134101 | COM |
| Provectus Biopharmaceuticals Inc | 10191 | 570 | COM |
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