Financial Symmetry Inc Portfolio Holdings

Financial Symmetry Inc

  • $163 Billion
  • Q1 2025

Financial Symmetry Inc has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $163 Billion distributed in 50 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 $40.6B, Dimensional ETF Tr with a value of $36.4B, Dimensional ETF Tr Emerging Mk with a value of $9.1B, Dimensional ETF Tr Core Fxd In with a value of $8.79B, and American Centy ETF Tr Avantis with a value of $8.42B.

Examining the 13F form we can see an increase of $15.3B in the current position value, from $148B to 163B.

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.

Portfolio value $163 Billion
ETFs: $114 Billion
Technology: $5.12 Billion
Consumer Cyclical: $1.49 Billion
Financial Services: $542 Million
Communication Services: $541 Million
Consumer Defensive: $513 Million
Healthcare: $367 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$40.6 Billion 24.92% of portfolio
1,229,852
Q1 2025 Added 10.77%
$0
$36.4 Billion 22.37% of portfolio
1,390,134
Q1 2025 Added 6.22%
$0
$9.1 Billion 5.59% of portfolio
343,853
Q1 2025 Added 2.59%
$0
$8.79 Billion 5.4% of portfolio
208,977
Q1 2025 Added 13.32%
$0
$8.42 Billion 5.17% of portfolio
127,067
Q1 2025 Added 2.96%
$0
$7.82 Billion 4.8% of portfolio
67,461
Q1 2025 Reduced 0.95%
$0
$5.96 Billion 3.66% of portfolio
214,624
Q1 2025 Added 17.49%
$0
$5.68 Billion 3.49% of portfolio
195,014
Q1 2025 Added 9.47%
$0
$4.84 Billion 2.98% of portfolio
52,427
Q1 2025 Reduced 1.01%
$0
$3.73 Billion 2.29% of portfolio
62,019
Q1 2025 Reduced 4.36%
$0
$2.47 Billion 1.52% of portfolio
87,633
Q1 2025 Added 5.49%
$0
$2.48 Billion 1.52% of portfolio
9,006
Q1 2025 Added 105.95%
$0
$2.4 Billion 1.47% of portfolio
38,641
Q1 2025 Added 58.12%
$0
$2.26 Billion 1.39% of portfolio
87,462
Q1 2025 Reduced 6.24%
$0
$2.12 Billion 1.3% of portfolio
67,850
Q1 2025 Added 4.64%
$0
$1.9 Billion 1.16% of portfolio
3,374
Q1 2025 Added 16.59%
$0
$642 Million 0.39% of portfolio
13,511
Q1 2025 Added 10.82%
$0
$558 Million 0.34% of portfolio
10,845
Q1 2025 Added 0.02%
$0
$389 Million 0.24% of portfolio
6,505
Q1 2025 Added 4.2%
$0
$355 Million 0.22% of portfolio
9,010
Q2 2024 Added 3.55%
$0
$352 Million 0.22% of portfolio
4,043
Q1 2025 Added 30.42%
$0
$302 Million 0.19% of portfolio
3,988
Q1 2025 New
$0
$296 Million 0.18% of portfolio
4,243
Q1 2025 Added 10.15%
$0
$268 Million 0.16% of portfolio
4,601
Q1 2025 Added 40.92%
$0
$268 Million 0.16% of portfolio
1,036
Q1 2025 New
$0
$260 Million 0.16% of portfolio
2,134
Q1 2025 New
$0
$227 Million 0.14% of portfolio
4,569
Q1 2025 New
$0
$202 Million 0.12% of portfolio
2,045
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $163 Billion
  • Prior Value $148 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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