Institutional Fund
Financial Symmetry Inc
Raleigh, NCCIK 20048435 filings on record
Portfolio Value
$281.47M
Q1 2026
Holdings
63
Reported positions
New Buys
7
Opened this quarter
QoQ Change
+14.8%
from $245.20M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust25.3%
- Dimensional ETF Trust20.1%
- Dimensional ETF Trust5.7%
- Dimensional ETF Trust5.5%
- Dimensional ETF Trust5.0%
- American Centy ETF Tr4.7%
- Other33.6%
Portfolio Holdings
63 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 1.68M | $71.29M | 25.3% | +100.3K | Added |
| 2 | Dimensional ETF Trust | 1.54M | $56.59M | 20.1% | −13.0K | Reduced |
| 3 | Dimensional ETF Trust | 410.0K | $15.94M | 5.7% | +24.6K | Added |
| 4 | Dimensional ETF Trust | 416.1K | $15.57M | 5.5% | +56.4K | Added |
| 5 | Dimensional ETF Trust | 335.2K | $14.16M | 5.0% | +49.1K | Added |
| 6 | American Centy ETF Tr | 147.8K | $13.26M | 4.7% | +10.2K | Added |
| 7 | American Centy ETF Tr | 82.4K | $10.06M | 3.6% | +6.7K | Added |
| 8 | Vanguard Intl Equity Index F | 64.8K | $9.80M | 3.5% | −1.5K | Reduced |
| 9 | Dimensional ETF Trust | 230.5K | $9.52M | 3.4% | +7.7K | Added |
| 10 | Dimensnl Ultrashrt Fixed | 184.5K | $9.37M | 3.3% | +36.6K | Added |
53 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio