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.
