Financial Symmetry Inc Purchases and Sells in Q3 2025

Financial Symmetry Inc

$223 Billion
Q3 2025

Top Buys

Incresed Positions

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAC	102K + 7.15%	$36.04 - $38.78 $3.66M - $3.94M	1.52M $58.7B
DFAX	85.9K + 5.97%	$29.25 - $31.56 $2.51M - $2.71M	1.52M $47.8B
DFIC	52.3K + 20.16%	$30.76 - $33.01 $1.61M - $1.73M	312K $10.2B
DFA Ultrashort Fixed Income ETF	35.6K + 48.81%	N/A	109K $5.52B
DFCF	31.6K + 14.53%	$41.8 - $43.15 $1.32M - $1.36M	249K $10.6B
DFEM	6.57K + 1.81%	$29.55 - $32.52 $194K - $214K	370K $11.9B

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	581 New	$567.77 - $614.76 $330K - $357K	581 $356M
JNJ	1.87K New	$155.17 - $185.42 $290K - $346K	1.87K $346M
VUG	585 New	$433.97 - $484.08 $254K - $283K	585 $281M
AVGO	797 New	$264.74 - $369.57 $211K - $295K	797 $263M
XLK	734 New	$250.97 - $282.66 $184K - $207K	734 $207M
Potash Amer Inc Com	15K New	N/A	15K $26K

Top Sells

Reduced Positions

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IBM	-176 - 9.22%	$234.77 - $292.47 $41.3K - $51.5K	1.73K $489M
DFSD	-609 - 4.37%	$47.86 - $48.43 $29.1K - $29.5K	13.3K $642M
IJH	-5 - 0.15%	$62.09 - $66.51 $310 - $333	3.27K $213M
IVV	-4 - 0.12%	$620.67 - $670.08 $2.48K - $2.68K	3.33K $2.23B
DFAE	-1.81K - 2.16%	$28.84 - $31.84 $52.3K - $57.8K	82K $2.58B
TSLA	-30 - 1.45%	$293.94 - $444.72 $8.82K - $13.3K	2.04K $908M

Activity Summary All Purchases 37 New Holdings 6 Increased Positions 31 All Sells 9 Reductions 9 Sold out 0 Calls 0 Puts 0

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