Financial Symmetry Inc 13F Holdings
CIK 0002004843 · RALEIGH, NC
As of Jun 30, 2025, Financial Symmetry Inc reported 48 positions worth
CIK 0002004843 · RALEIGH, NC
As of Jun 30, 2025, Financial Symmetry Inc reported 48 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 1,420,278 | $50.9M | 26.29% |
| DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF | DFAX | — | 1,438,802 | $42.3M | 21.82% |
| DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | DFEM | — | 363,693 | 0.8M | 5.57% |
| AVANTIS INTERNATIONAL EQUITY ETF | AVDE | Equity | 139,279 | 0.3M | 5.32% |
| DIMENSIONAL CORE FIXED INCOME ETF | DFCF | — | 217,370 | $9.2M | 4.74% |
| VANGUARD TOTAL WORLD STOCK INDEX FUND | VT | — | 66,666 | $8.6M | 4.43% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | DFIC | — | 259,320 | $8.1M | 4.16% |
| AVANTIS US EQUITY ETF | AVUS | — | 77,218 | $7.8M | 4.02% |
| DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | DISV | — | 202,674 | $6.7M | 3.44% |
| AVANTIS EMERGING MARKETS EQUITY ETF | AVEM | Equity | 63,823 | $4.4M | 2.26% |
| DIMENSIONAL ETF TRUST | DUSB | — | 73,025 | $3.7M | 1.91% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | DFAI | — | 80,602 | $2.8M | 1.44% |
| DIMENSIONAL US SMALL CAP VALUE ETF | DFSV | — | 91,564 | $2.7M | 1.39% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 8,785 | $2.7M | 1.38% |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | VXUS | — | 37,771 | $2.6M | 1.35% |
| APPLE INC | AAPL | Technology | 12,109 | $2.5M | 1.28% |
| DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | DFAE | — | 83,794 | $2.4M | 1.25% |
| ISHARES CORE S&P 500 ETF | IVV | — | 3,329 | $2.1M | 1.07% |
| DIMENSIONAL US CORE EQUITY MARKET ETF | DFAU | — | 29,590 | .3M | 0.65% |
| MICROSOFT CORP | MSFT | Technology | 2,243 | .1M | 0.58% |
| CISCO SYSTEMS INC | CSCO | Technology | 10,793 | $748.8K | 0.39% |
| AMAZON.COM INC | AMZN | Equity | 3,379 | $741.3K | 0.38% |
| DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | DFSD | — | 13,922 | $668.4K | 0.35% |
| TESLA INC | TSLA | Consumer Cyclical | 2,072 | $658.2K | 0.34% |
| NVIDIA CORP | NVDA | Technology | 4,101 | $647.9K | 0.33% |