Financial Symmetry Inc
CIK 2004843 · Holdings on Dec 31, 2023 · First reported Jan 31, 2024
Top ten holdings
Q4 2023- DFAC26.69%
- DFAX25.61%
- VT7.55%
- DFEM6.19%
- AVUS5.14%
- AVDE4.89%
- DISV3.07%
- AVEM2.99%
- DFIC2.24%
- AAPL2.17%
Share classes counted separately86.54%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFACDIMENSIONAL US CORE EQUITY 2 View history and evidence | $27.12M | 26.69% | 927.74K shares | Prior unavailable — | — | ↗▾ |
| 02 | DFAXDIMENSIONAL WORLD EX US CORE View history and evidence | $26.03M | 25.61% | 1.07M shares | Prior unavailable — | — | ↗▾ |
| 03 | VTVANGUARD TOT WORLD STK ETF View history and evidence | $7.67M | 7.55% | 74.52K shares | Prior unavailable — | — | ↗▾ |
| 04 | DFEMDIMENSIONAL EMRG MRKT CORE View history and evidence | $6.29M | 6.19% | 252.00K shares | Prior unavailable — | — | ↗▾ |
| 05 | AVUSAVANTIS U.S. EQUITY ETF View history and evidence | $5.23M | 5.14% | 63.83K shares | Prior unavailable — | — | ↗▾ |
| 06 | AVDEAVANTIS INTERNATIONAL EQUITY View history and evidence | $4.97M | 4.89% | 84.43K shares | Prior unavailable — | — | ↗▾ |
| 07 | DISVDIMENSIONAL INTERNATIONAL SM View history and evidence | $3.12M | 3.07% | 120.98K shares | Prior unavailable — | — | ↗▾ |
| 08 | AVEMAVANTIS EMERGING MARKETS EQ View history and evidence | $3.04M | 2.99% | 53.89K shares | Prior unavailable — | — | ↗▾ |
| 09 | DFICDIMENSIONAL INTERNATIONAL CO View history and evidence | $2.27M | 2.24% | 88.99K shares | Prior unavailable — | — | ↗▾ |
| 10 | AAPLAPPLE INC View history and evidence | $2.20M | 2.17% | 11.45K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2004843 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-01-31
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 101604736
}Research all 32 reported holdings.
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