Financial Symmetry Inc has filed its 13F form on December 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $223 Billion distributed in 54 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $58.7B, Dimensional ETF Tr with a value of $47.8B, Dimensional ETF Tr Emerging Mk with a value of $11.9B, American Centy ETF Tr Avantis with a value of $10.8B, and Dimensional ETF Tr Core Fxd In with a value of $10.6B.
Examining the 13F form we can see an increase of $29.4B in the current position value, from $194B to 223B.
Financial Symmetry Inc is based out at Raleigh, NC
Below you can find more details about Financial Symmetry Inc portfolio as well as his latest detailed transactions.
