Financial Symmetry Inc Portfolio Holdings
Financial Symmetry Inc
- $129 Billion
- Q2 2024
Financial Symmetry Inc has filed its 13F form on July 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $129 Billion distributed in 41 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $33.9B, Dimensional ETF Tr U S Core Eq with a value of $33B, Vanguard Total World Stk Index with a value of $7.86B, Dimensional ETF Tr Emerging Mk with a value of $7.75B, and American Centy ETF Tr Avantis with a value of $5.7B.
Examining the 13F form we can see an increase of $14.3B in the current position value, from $114B to 129B.
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 $300 Millions to $2 Billions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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