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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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