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Home > Institutional Investor > Financial Symmetry Inc > 13F Holdings

Instuitional Investor - Financial Symmetry Inc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 DFAC 1,885,399 $83,805,977 26.77%
2.
Dimensional Etf Trust
 DFAC 1,598,157 $59,163,765 18.9%
3.
Dimensional Etf Trust
 DFAC 589,860 $22,184,627 7.09%
4.
Dimensional Etf Trust
 DFAC 453,742 $18,022,625 5.76%
5.
Dimensional Etf Trust
 DFAC 338,979 $13,599,849 4.34%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.