Financial Symmetry Inc: 13F holdings
CIK 20048432026Q2
| Positions | 68 |
|---|---|
| Reported value | $299.7m |
| Filed | 2026-07-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| DFA ETF Tr US Core Equity 2 ETF | 1,775,764 | $78.8m | 26.3% |
| DFAX DFA World Ex U S Core Equity 2 Etf | 1,603,245 | $59.1m | 19.7% |
| DFEM DFA Emerging Markets Core 2 ETF | 423,709 | $17.2m | 5.7% |
| DFIC DFA International Core Equity 2 ETF | 459,720 | $17.1m | 5.7% |
| DFCF DFA Core Fixed Income ETF | 351,212 | $14.8m | 4.9% |
| AVDE Avantis International Equity ETF | 143,387 | $12.8m | 4.3% |
| AVUS Avantis US Equity ETF | 82,343 | $10.5m | 3.5% |
| ACWI Vanguard Total World Stock ETF | 64,183 | $10.1m | 3.4% |
| DFA Ultrashort Fixed Income ETF | 193,362 | $9.8m | 3.3% |
| DISV DFA International Small Cap Value ETF | 231,586 | $9.3m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2004843")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.