HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 DFA ETF Tr US Core Equity 2 ETF (DFAC) |
927,740 | +927,740 | $27,118 |
| DFAC | 927,740 | +927,740 | $27,118 |
| DFA World Ex U S Core Equity 2 Etf (DFAX) |
1,065,758 | +1,065,758 | $26,026 |
| DFAX | 1,065,758 | +1,065,758 | $26,026 |
| Vanguard Total World Stock ETF (VT) |
74,524 | +74,524 | $7,667 |
| VT | 74,524 | +74,524 | $7,667 |
| DFA Emerging Markets Core 2 ETF (DFEM) |
252,005 | +252,005 | $6,290 |
| DFEM | 252,005 | +252,005 | $6,290 |
| Avantis US Equity ETF (AVUS) |
63,825 | +63,825 | $5,227 |
| AVUS | 63,825 | +63,825 | $5,227 |
| Avantis International Equity ETF (AVDE) |
84,430 | +84,430 | $4,970 |
| AVDE | 84,430 | +84,430 | $4,970 |
| DFA International Small Cap Value ETF (DISV) |
120,981 | +120,981 | $3,119 |
| DISV | 120,981 | +120,981 | $3,119 |
| Avantis Emerging Markets Equity ETF (AVEM) |
53,887 | +53,887 | $3,039 |
| AVEM | 53,887 | +53,887 | $3,039 |
| DFA International Core Equity 2 ETF (DFIC) |
88,990 | +88,990 | $2,272 |
| DFIC | 88,990 | +88,990 | $2,272 |
| Apple Computer Inc |
11,446 | +11,446 | $2,204 |
| AAPL | 11,446 | +11,446 | $2,204 |
| Dimensional US Small Cap Value ETF (DFSV) |
66,553 | +66,553 | $1,891 |
| DFSV | 66,553 | +66,553 | $1,891 |
| DFA International Core Equity ETF (DFAI) |
63,556 | +63,556 | $1,820 |
| DFAI | 63,556 | +63,556 | $1,820 |
| DFA Emerging Core Equity ETF (DFAE) |
72,467 | +72,467 | $1,747 |
| DFAE | 72,467 | +72,467 | $1,747 |
| Vanguard Total International Stock ETF (VXUS) |
21,354 | +21,354 | $1,238 |
| VXUS | 21,354 | +21,354 | $1,238 |
| Vanguard Total Stock Market ETF (VTI) |
4,041 | +4,041 | $959 |
| VTI | 4,041 | +4,041 | $959 |
| Microsoft Corp |
1,710 | +1,710 | $643 |
| MSFT | 1,710 | +1,710 | $643 |
| Netflix Inc Com |
1,145 | +1,145 | $557 |
| NFLX | 1,145 | +1,145 | $557 |
| DFA US Core Equity ETF (DFAU) |
16,143 | +16,143 | $537 |
| DFAU | 16,143 | +16,143 | $537 |
| iShares S&P 500 (IVV) |
1,125 | +1,125 | $537 |
| IVV | 1,125 | +1,125 | $537 |
| Tesla Motors Inc. |
2,007 | +2,007 | $499 |
| TSLA | 2,007 | +2,007 | $499 |
| Cisco Systems Inc |
7,977 | +7,977 | $403 |
| CSCO | 7,977 | +7,977 | $403 |
| DFA ETF Tr US Target Value ETF (DFAT) |
6,976 | +6,976 | $365 |
| DFAT | 6,976 | +6,976 | $365 |
| Amazon Com Inc |
2,384 | +2,384 | $362 |
| AMZN | 2,384 | +2,384 | $362 |
| Vertex Pharm Inc |
755 | +755 | $307 |
| VRTX | 755 | +755 | $307 |
| DFA Etf Tr Intl Vale Etf (DFIV) |
8,701 | +8,701 | $299 |
| DFIV | 8,701 | +8,701 | $299 |
| International Business Machines |
1,822 | +1,822 | $298 |
| IBM | 1,822 | +1,822 | $298 |
| DFA ETF Tr US Sm Cap ETF (DFAS) |
4,632 | +4,632 | $276 |
| DFAS | 4,632 | +4,632 | $276 |
| McDonalds Corp |
890 | +890 | $264 |
| MCD | 890 | +890 | $264 |
| Avantis US Small Cap Value ETF (AVUV) |
2,890 | +2,890 | $259 |
| AVUV | 2,890 | +2,890 | $259 |
| Johnson & Johnson |
1,319 | +1,319 | $207 |
| JNJ | 1,319 | +1,319 | $207 |
| Mastercard Inc Class A |
476 | +476 | $203 |
| MA | 476 | +476 | $203 |
See Full List: All Stocks Held By Financial Symmetry Inc
— Including:
• Biggest new positions
• Biggest exits
See Details: Top 10 Stocks Held By Financial Symmetry Inc
|
Size ($ in 1000's)
At 12/31/2023: $101,604 At 09/30/2023: $0 Financial Symmetry Inc holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Financial Symmetry Inc 13F filings. Link to 13F filings: SEC filings |
