Financial Symmetry Inc - Portfolio overview

Financial Symmetry Inc has 65 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. DFAC - DFA ETF Tr US Core Equity 2 ETF, 25.29%
2. DFAX - DFA World Ex U S Core Equity 2 Etf, 20.07%
3. DFEM - DFA Emerging Markets Core 2 ETF, 5.65%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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