Financial Symmetry Inc Purchases and Sells in Q1 2025

Financial Symmetry Inc

$163 Billion
Q1 2025

Top Buys

Incresed Positions

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAX	81.4K + 6.22%	$24.45 - $27.2 $1.99M - $2.21M	1.39M $36.4B
DFAC	120K + 10.77%	$32.42 - $36.13 $3.88M - $4.32M	1.23M $40.6B
DFA Ultrashort Fixed Income ETF	26.5K + 80.88%	N/A	59.2K $3B
DFIC	31.9K + 17.49%	$25.54 - $28.79 $816K - $920K	215K $5.96B
VTI	4.63K + 105.95%	$271.18 - $303.12 $1.26M - $1.4M	9.01K $2.48B
DFCF	24.6K + 13.32%	$40.79 - $42.32 $1M - $1.04M	209K $8.79B

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
Dimensional US Vector Equity ETF	10.5K New	N/A	10.5K $527M
IEFA	3.99K New	$69.57 - $78.65 $277K - $314K	3.99K $302M
DFA Emerging Markets ex China Core Equity ETF	6.05K New	N/A	6.05K $288M
VO	1.04K New	$251.87 - $277.95 $261K - $288K	1.04K $268M
ITOT	2.13K New	$120.29 - $134.6 $257K - $287K	2.13K $260M
WMT	2.66K New	$84.5 - $105.05 $225K - $279K	2.66K $233M

Top Sells

Reduced Positions

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVUS	-535 - 1.01%	$90.7 - $101.57 $48.5K - $54.3K	52.4K $4.84B
AVGO	-603 - 30.38%	$167.43 - $244.7 $101K - $148K	1.38K $231M
VT	-645 - 0.95%	$115.08 - $123.97 $74.2K - $80K	67.5K $7.82B
NVDA	-259 - 5.38%	$106.98 - $149.43 $27.7K - $38.7K	4.55K $493M
DFAE	-5.82K - 6.24%	$24.64 - $26.86 $143K - $156K	87.5K $2.26B
AVEM	-2.83K - 4.36%	$57.11 - $62.4 $162K - $176K	62K $3.73B

Activity Summary All Purchases 38 New Holdings 8 Increased Positions 30 All Sells 7 Reductions 7 Sold out 0 Calls 0 Puts 0

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