Financial Symmetry Inc has filed its 13F form on July 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $129 Billion distributed in 41 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $33.9B, Dimensional ETF Tr U S Core Eq with a value of $33B, Vanguard Total World Stk Index with a value of $7.86B, Dimensional ETF Tr Emerging Mk with a value of $7.75B, and American Centy ETF Tr Avantis with a value of $5.7B.
Examining the 13F form we can see an increase of $14.3B in the current position value, from $114B to 129B.
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.