Financial Symmetry Inc Portfolio Holdings
Financial Symmetry Inc
- $143 Billion
- Q3 2024
Financial Symmetry Inc has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $143 Billion distributed in 46 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $38B, Dimensional ETF Tr U S Core Eq with a value of $35.8B, Dimensional ETF Tr Emerging Mk with a value of $8.56B, Vanguard Total World Stk Index with a value of $8.21B, and American Centy ETF Tr Avantis with a value of $6.17B.
Examining the 13F form we can see an increase of $14.5B in the current position value, from $129B to 143B.
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 $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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