Financial Symmetry Inc 13F Holdings · Q3 2026
Financial Symmetry Inc reported 64 securities worth $313.00M in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: DFAC (26.77%), DFAX (18.90%), DFIC (7.09%). Among its top 25 positions this quarter: 2 new, 13 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DFA ETF Tr US Core Equity 2 ETF | $83.8M | 26.77% | 1.9M | Added |
| 2 | DFAX | DFA World Ex U S Core Equity 2 Etf | $59.2M | 18.90% | 1.6M | Trimmed |
| 3 | DFIC | DFA International Core Equity 2 ETF | $22.2M | 7.09% | 589,860 | Added |
| 4 | DFEM | DFA Emerging Markets Core 2 ETF | $18.0M | 5.76% | 453,742 | Added |
| 5 | DFCF | DFA Core Fixed Income ETF | $13.6M | 4.34% | 338,979 | Trimmed |
| 6 | AVDE | Avantis International Equity ETF | $12.9M | 4.12% | 143,051 | Trimmed |
| 7 | DUSB | DFA Ultrashort Fixed Income ETF | $10.6M | 3.39% | 210,421 | Added |
| 8 | AVUS | Avantis US Equity ETF | $10.5M | 3.36% | 82,060 | Trimmed |
| 9 | DISV | DFA International Small Cap Value ETF | $10.1M | 3.21% | 231,749 | Added |
| 10 | VT | Vanguard Total World Stock ETF | $10.0M | 3.19% | 63,330 | Trimmed |
| 11 | AVEM | Avantis Emerging Markets Equity ETF | $6.5M | 2.07% | 68,897 | Added |
| 12 | VXUS | Vanguard Total International Stock ETF | $5.2M | 1.66% | 61,042 | Added |
| 13 | DWUSX | DFA US Small Cap Value ETF | $5.2M | 1.65% | 137,987 | New |
| 14 | AAPL | Apple Computer Inc | $4.2M | 1.33% | 12,520 | Trimmed |
| 15 | VTI | Vanguard Total Stock Market ETF | $3.7M | 1.17% | 9,801 | Added |
| 16 | DFAI | DFA International Core Equity ETF | $3.6M | 1.16% | 87,906 | Trimmed |
| 17 | DFAE | DFA Emerging Core Equity ETF | $3.0M | 0.97% | 77,271 | Trimmed |
| 18 | IVV | iShares S&P 500 | $2.6M | 0.84% | 3,452 | Added |
| 19 | NVDA | Nvidia Corp | $1.8M | 0.57% | 7,804 | Trimmed |
| 20 | VOO | Vanguard S&P 500 ETF | $1.8M | 0.57% | 2,532 | Added |
| 21 | DFAU | DFA US Core Equity ETF | $1.7M | 0.55% | 33,065 | Hold |
| 22 | TEM | TEMPUS AI INC CL A | $1.2M | 0.39% | 14,923 | Added |
| 23 | DWUSX | DFA US Core Equity 1 ETF | $1.1M | 0.37% | 13,911 | New |
| 24 | CSCO | Cisco Systems Inc | $1.1M | 0.35% | 10,107 | Added |
| 25 | VOE | Vanguard Mid Cap Value ETF | $1.1M | 0.35% | 5,524 | Added |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR