Financial Symmetry Inc Portfolio Holdings
Financial Symmetry Inc
- $194 Billion
- Q2 2025
Financial Symmetry Inc has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $194 Billion distributed in 52 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 $50.9B, Dimensional ETF Tr with a value of $42.3B, Dimensional ETF Tr Emerging Mk with a value of $10.8B, American Centy ETF Tr Avantis with a value of $10.3B, and Dimensional ETF Tr Core Fxd In with a value of $9.19B.
Examining the 13F form we can see an increase of $30.8B in the current position value, from $163B to 194B.
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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