Financial Symmetry Inc Portfolio Holdings
Financial Symmetry Inc
- $148 Billion
- Q4 2024
Financial Symmetry Inc has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $148 Billion distributed in 44 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 $38.4B, Dimensional ETF Tr with a value of $32.5B, Dimensional ETF Tr Emerging Mk with a value of $8.78B, Vanguard Total World Stk Index with a value of $8B, and Dimensional ETF Tr Core Fxd In with a value of $7.61B.
Examining the 13F form we can see an increase of $4.38B in the current position value, from $143B to 148B.
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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