Financial Symmetry Inc Purchases and Sells in Q2 2025

Financial Symmetry Inc

$194 Billion
Q2 2025

Top Buys

Incresed Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAC	190K + 15.48%	$29.12 - $35.84 $5.55M - $6.82M	1.42M $50.9B
DFAX	48.7K + 3.5%	$23.37 - $29.39 $1.14M - $1.43M	1.44M $42.3B
AVUS	24.8K + 47.29%	$81.38 - $100.82 $2.02M - $2.5M	77.2K $7.79B
DFIC	44.7K + 20.83%	$24.94 - $31.15 $1.11M - $1.39M	259K $8.06B
AVDE	12.2K + 9.61%	$59.32 - $74.36 $724K - $908K	139K $10.3B
DFEM	19.8K + 5.77%	$23.4 - $29.68 $464K - $589K	364K $10.8B

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DUK	2.89K New	$112.46 - $124.05 $325K - $358K	2.89K $341M
ORCL	1.32K New	$122.82 - $218.63 $162K - $288K	1.32K $288M
BND	2.82K New	$72.02 - $73.82 $203K - $208K	2.82K $208M
DFA US Core Equity 1 ETF	3.06K New	N/A	3.06K $205M

Top Sells

Reduced Positions

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IJH	-1.33K - 28.86%	$51.16 - $62.02 $67.9K - $82.4K	3.27K $203M
PG	-51 - 3.11%	$157.66 - $172.39 $8.04K - $8.79K	1.59K $253M
MA	-26 - 5.24%	$479.92 - $590.74 $12.5K - $15.4K	470 $264M
AVDV	-523 - 12.33%	$61.76 - $79.32 $32.3K - $41.5K	3.72K $295M
DFA US Vector Equity ETF	-398 - 3.8%	N/A	10.1K $547M
NVDA	-450 - 9.89%	$94.31 - $157.99 $42.4K - $71.1K	4.1K $648M

Activity Summary All Purchases 30 New Holdings 4 Increased Positions 26 All Sells 12 Reductions 12 Sold out 0 Calls 0 Puts 0

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