13F Filings History of Financial Symmetry Inc

Latest 13F report
Q4 2025 - 28 Jan 2026
Value $
$245,203,747
Signature - Title
Meredith Keel - Portfolio Accounting Manager
Location
Raleigh, NC
Summary
This page shows a list of all the recent 13F filings made by Financial Symmetry Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Financial Symmetry Inc reported 60 stock holdings with total value $245,203,747 as of Q4 2025. Top holdings included DFAC, DFAX, DFEM, DFIC, and DFCF.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 60 $245,203,747 +$16,110,922 -$939,272 +$15,171,650 DFAC, DFAX, DFEM, DFIC, DFCF 13F-HR 28 Jan 2026, 15:10
Q3 2025 54 $223,011,521 +$16,170,051 -$553,791 +$15,616,260 DFAC, DFAX, DFEM, AVDE, DFCF 13F-HR 17 Dec 2025, 15:12
Q2 2025 48 $193,622,646 +$17,275,641 -$2,092,851 +$15,182,790 DFAC, DFAX, DFEM, AVDE, DFCF 13F-HR 29 Jul 2025, 16:16
Q1 2025 50 $162,795,238 +$16,011,868 -$1,014,276 +$14,997,592 DFAC, DFAX, DFEM, DFCF, AVDE 13F-HR 30 Apr 2025, 10:04
Q4 2024 44 $147,523,120 +$15,135,743 -$6,133,747 +$9,001,996 DFAC, DFAX, DFEM, VT, DFCF 13F-HR 04 Feb 2025, 17:07
Q3 2024 46 $143,140,684 +$7,215,779 -$238,318 +$6,977,461 DFAX, DFAC, DFEM, VT, AVUS 13F-HR 21 Oct 2024, 09:39
Q2 2024 41 $128,596,384 +$13,944,846 -$616,591 +$13,328,255 DFAX, DFAC, VT, DFEM, AVUS 13F-HR 09 Jul 2024, 18:38
Q1 2024 36 $114,256,397 +$7,150,416 -$598,277 +$6,552,139 DFAC, DFAX, VT, DFEM, AVUS 13F-HR 30 Apr 2024, 10:14
Q4 2023 32 $101,604,736 $0 $0 $0 DFAC, DFAX, VT, DFEM, AVUS 13F-HR 31 Jan 2024, 15:15