ETF Holders

Financial Symmetry Inc ETF holdings

Raleigh, NC

Reported $282.5M in 37 ETFs in its Form 13F for June 30, 2026.

ETF value
$282.5M
ETFs held
37
Change from prior quarter
+5.6%
With price moves
ETFs as a share of its 13F
94.3%
of $299.7M

Top 10 of 37 ETF holdings

TickerFundValueSharesChange
DFACDimensional U.S. Core Equity 2 ETF$78.8M1,775,764+94,863 shares
DFAXDimensional World ex U.S. Core Equity 2 ETF$59.1M1,603,245+58,795 shares
DFEMDimensional Emerging Markets Core Equity 2 ETF$17.2M423,709+13,686 shares
DFICDimensional International Core Equity 2 ETF$17.1M459,720+43,648 shares
DFCFDimensional Core Fixed Income ETF$14.8M351,212+15,966 shares
AVDEAvantis International Equity ETF$12.8M143,387−4,459 shares
AVUSAvantis US Equity ETF$10.5M82,343−92 shares
VTVanguard Total World Stock ETF$10.1M64,183−617 shares
DUSBDimensional Ultrashort Fixed Income ETF$9.8M193,362+8,858 shares
DISVDimensional International Small Cap Value ETF$9.3M231,586+1,088 shares
27 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002004843. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Financial Symmetry Inc own?

Financial Symmetry Inc reported 37 ETF positions worth $282.5M in its Form 13F for June 30, 2026. The largest was DFAC, at $78.8M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.