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  Name: Financial Symmetry Inc
  City: RALEIGH
  State: NC
  Zip: 27607
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $114,256,000
  Total Value Change : $12,652,000
  Securities Held Change : 4
   
All Securities Held : 36
  New Positions : 5
  Closed Positions : 1
  Increased Positions : 16
  Unchanged Positions : 6
  Decreased Positions : 9

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Holdings Found : 16     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DFAC)1 Year Chart         DFAC Dimensional U S Core Equity... 1 - $32.00 $30,451,000 953,095 26.65% 3,333,000 25,355 0.106    N/A
   (DFAX)1 Year Chart         DFAX Dimensional Funds plc - Wor... 2 - $26.21 $29,886,000 1,174,758 26.16% 3,860,000 109,000 0.131    N/A
   (DFEM)1 Year Chart         DFEM Dfa Dimensional Emerging Ma... 4 - $0.00 $6,767,000 265,486 5.92% 477,000 13,481 0.257    N/A
   (DISV)1 Year Chart         DISV Dfa Dimensional Internation... 7 - $0.00 $3,587,000 131,931 3.14% 468,000 10,950 0.147    N/A
   (AVEM)1 Year Chart         AVEM Avantis Emerging Markets Eq... 8 - $0.00 $3,181,000 54,885 2.78% 142,000 998 0.049    N/A
   (DFIC)1 Year Chart         DFIC Dfa Dimensional Internation... 9 - $0.00 $2,555,000 95,522 2.24% 283,000 6,532 0.011    N/A
   (DFSV)1 Year Chart         DFSV Dfa Dimensional Us Small Ca... 10 - $0.00 $2,113,000 70,208 1.85% 222,000 3,655 0.078    N/A
   (DFAE)1 Year Chart         DFAE Dfa Dimensional Emerging Co... 11 - $0.00 $2,062,000 83,409 1.8% 315,000 10,942 0.014    N/A
   (AAPL)1 Year Chart         AAPL Apple Inc 12 - $189.84 $2,012,000 11,734 1.76% -192,000 288 0    Personal Computers
   (DFAI)1 Year Chart         DFAI Dfa Dimensional Internation... 13 - $0.00 $1,935,000 64,043 1.69% 115,000 487 0.049    N/A
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 15 - $261.93 $1,063,000 4,089 0.93% 104,000 48 0    Closed - End Fund - E...
   (DFAU)1 Year Chart         DFAU Dfa Dimensional Us Core Equ... 16 - $0.00 $767,000 20,982 0.67% 230,000 4,839 0.023    N/A
   (MSFT)1 Year Chart         MSFT Microsoft Corp 17 - $420.99 $760,000 1,807 0.67% 117,000 97 0    Application Software
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 21 - $183.63 $587,000 3,254 0.51% 225,000 870 0    Internet Software & S...
   (DFAT)1 Year Chart         DFAT Dimensional U S Targeted Va... 22 - $54.17 $427,000 7,839 0.37% 62,000 863 0.001    N/A
   (DFAS)1 Year Chart         DFAS Dimensional U S Small Cap Etf 29 - $61.94 $304,000 4,874 0.27% 28,000 242 0.005    N/A

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