account_balance

Investment manager · 13F filer · SEC CIK 2004843

Financial Symmetry Inc

Reported value$313Mas of Sep 30, 2026

Positions66 4 new, 6 sold out

Top 10 weight80.1%DFAC alone is 27%

FiledOct 66 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

DFACDFA ETF Tr US Core Equity 2 ETF

26.8%Added +6%

DFAXDFA World Ex U S Core Equity 2 ETF

18.9%

DFICDFA International Core Equity 2 ETF

7.1%Added +28%

DFEMDFA Emerging Markets Core 2 ETF

5.8%Added +7%

DFCFDFA Core Fixed Income ETF

4.3%Trimmed −3%

AVDEAvantis International Equity ETF

4.1%

DUSBDFA Ultrashort Fixed Income ETF

3.4%Added +9%

AVUSAvantis US Equity ETF

3.4%

DISVDFA International Small Cap Value ETF

3.2%

VTVanguard Total World Stock ETF

3.2%

AVEMAvantis Emerging Markets Equity ETF

2.1%

VXUS1.7%

DFACDFA ETF Tr US Core Equity 2 ETF

26.8%Added +6%

DFAXDFA World Ex U S Core Equity 2 ETF

18.9%

DFICDFA International Core Equity 2 ETF

7.1%

DFEMDFA Emerging Markets Core 2 ETF

5.8%

DFCF4.3%

AVDE4.1%

DUSB3.4%

AVUS3.4%

DISV3.2%

VT3.2%

AVEM

VXUS

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

DFAC DFA ETF Tr US Core Equity 2 ETF 26.8% Added +6%

DFAX DFA World Ex U S Core Equity 2 ETF 18.9% Held

DFIC DFA International Core Equity 2 ETF 7.1% Added +28%

DFEM DFA Emerging Markets Core 2 ETF 5.8% Added +7%

DFCF DFA Core Fixed Income ETF 4.3% Trimmed −3%

AVDE Avantis International Equity ETF 4.1% Held

DUSB DFA Ultrashort Fixed Income ETF 3.4% Added +9%

AVUS Avantis US Equity ETF 3.4% Held

DISV DFA International Small Cap Value ETF 3.2% Held

VT Vanguard Total World Stock ETF 3.2% Held

AVEM Avantis Emerging Markets Equity ETF 2.1% Added +7%

VXUS Vanguard Total International Stock ETF 1.7% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 6, 2026, compared with the Jul 14, 2026 filing

add_circleNew

BND $933K
DFLV $399K
CRWD $294K
GRFS $73.3K

arrow_upwardAdded

DFIC +28%
DFAS +16%
DUSB +9%
DFSV +9%

arrow_downwardTrimmed

MSFT −19%
AMZN −12%
DFSD −10%
DFAE −5%

remove_circleSold out

ABT $269K
CAT $237K
BAC $229K
MRVL $209K

Financial Symmetry Inc

Where the money is

Biggest moves since Jun 30, 2026

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