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Name: |
Financial Symmetry Inc |
City: |
RALEIGH |
State: |
NC |
Zip: |
27607 |
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data |
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Filing Period: |
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Holdings
Found :
16 |
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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 |
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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 |
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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 |
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DFEM |
Dfa Dimensional Emerging Ma... |
4 |
- |
$0.00 |
$6,767,000 |
265,486 |
5.92% |
477,000 |
13,481 |
0.257 |
N/A |
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DISV |
Dfa Dimensional Internation... |
7 |
- |
$0.00 |
$3,587,000 |
131,931 |
3.14% |
468,000 |
10,950 |
0.147 |
N/A |
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AVEM |
Avantis Emerging Markets Eq... |
8 |
- |
$0.00 |
$3,181,000 |
54,885 |
2.78% |
142,000 |
998 |
0.049 |
N/A |
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DFIC |
Dfa Dimensional Internation... |
9 |
- |
$0.00 |
$2,555,000 |
95,522 |
2.24% |
283,000 |
6,532 |
0.011 |
N/A |
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DFSV |
Dfa Dimensional Us Small Ca... |
10 |
- |
$0.00 |
$2,113,000 |
70,208 |
1.85% |
222,000 |
3,655 |
0.078 |
N/A |
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DFAE |
Dfa Dimensional Emerging Co... |
11 |
- |
$0.00 |
$2,062,000 |
83,409 |
1.8% |
315,000 |
10,942 |
0.014 |
N/A |
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AAPL |
Apple Inc |
12 |
- |
$189.84 |
$2,012,000 |
11,734 |
1.76% |
-192,000 |
288 |
0 |
Personal Computers |
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DFAI |
Dfa Dimensional Internation... |
13 |
- |
$0.00 |
$1,935,000 |
64,043 |
1.69% |
115,000 |
487 |
0.049 |
N/A |
|
VTI |
Vanguard Total Stock Market... |
15 |
- |
$261.93 |
$1,063,000 |
4,089 |
0.93% |
104,000 |
48 |
0 |
Closed - End Fund - E... |
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DFAU |
Dfa Dimensional Us Core Equ... |
16 |
- |
$0.00 |
$767,000 |
20,982 |
0.67% |
230,000 |
4,839 |
0.023 |
N/A |
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MSFT |
Microsoft Corp |
17 |
- |
$420.99 |
$760,000 |
1,807 |
0.67% |
117,000 |
97 |
0 |
Application Software |
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AMZN |
Amazon.com Inc |
21 |
- |
$183.63 |
$587,000 |
3,254 |
0.51% |
225,000 |
870 |
0 |
Internet Software & S... |
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DFAT |
Dimensional U S Targeted Va... |
22 |
- |
$54.17 |
$427,000 |
7,839 |
0.37% |
62,000 |
863 |
0.001 |
N/A |
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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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