Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

Financial Symmetry Inc

•CIK: 2004843•Filing: Q4 2025

**Financial Symmetry Inc.** is a quantitative-driven hedge fund managing $245M across a concentrated portfolio of 60 positions. The fund exhibits significant conviction in select names, with its top holdings including DFAC at $62.6M and DFAX at $51.0M. Further allocations are notable in DFEM ($12.7M), DFIC ($12.4M), and DFCF ($12.2M). This structure suggests a focused, high-conviction approach targeting alpha generation within its core equity mandates.

Total AUM

$245.2M

QoQ Performance

+9.9%

Positions

60

Top 10 Concentration

79.9%

Latest Filing

Q4 2025

Top Holdings Allocation

DFAC

DFAX

DFEM

DFIC

DFAC25.5%

DFAX20.8%

DFEM5.2%

DFIC5.1%

DFCF5.0%

AVDE4.6%

VT3.8%

AVUS3.5%

📈 Biggest Buys

DFA ETF Tr US Core Equity 2 ETF

+3.9%

25.5% of portfolio

DFA Ultrashort Fixed Income ETF

+36.1%

3.1% of portfolio

DFA International Core Equity 2 ETF

+15.4%

5.1% of portfolio

DFA Core Fixed Income ETF

+14.9%

5.0% of portfolio

Vanguard S&P 500 ETF

+346.3%

0.7% of portfolio

📉 Biggest Sells

Apple Computer Inc

-4.1%

1.4% of portfolio

Cisco Systems Inc

-14.5%

0.3% of portfolio

Avantis US Equity ETF

-0.9%

3.5% of portfolio

DFA International Core Equity ETF

-2.2%

1.3% of portfolio

Vanguard Total World Stock ETF

-0.6%

3.8% of portfolio

Sector Breakdown

Other93.1%

Technology3.6%

ETF1.6%

Consumer0.9%

Healthcare0.5%

Financial0.2%

Utilities0.1%

🚪 Exited Positionssold since Q3 2025

iShares Core S&P Mid-Cap

SOLD

$213.2K

—

Potash Amer Inc Com

SOLD

$26

Changes from Q3 2025

NEW8 new positions

↑25 increased

↓16 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

DFA ETF Tr US Core Equity 2 ETF

DFA World Ex U S Core Equity 2 Etf

DFA Emerging Markets Core 2 ETF

DFA International Core Equity 2 ETF

DFA Core Fixed Income ETF

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