Financial Symmetry Inc

13F Filings History

Latest 13F report: Q4 2024 - Feb 4, 2025
Value $: $148M
Signature - Title: William Ramsay - President
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 44 stock holdings with total value $148M as of Q4 2024. Top holdings included DFAC, DFAX, DFEM, VT, and DFCF.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	44	$148M	+$15.1M	-$6.13M	+$9M	DFAC, DFAX, DFEM, VT, DFCF	13F-HR	2/4/2025, 05:07 PM
Q3 2024	46	$143M	+$7.22M	-$238K	+$6.98M	DFAX, DFAC, DFEM, VT, AVUS	13F-HR	10/21/2024, 09:39 AM
Q2 2024	41	$129M	+$13.9M	-$617K	+$13.3M	DFAX, DFAC, VT, DFEM, AVUS	13F-HR	7/9/2024, 06:38 PM
Q1 2024	36	$114M	+$7.15M	-$598K	+$6.55M	DFAC, DFAX, VT, DFEM, AVUS	13F-HR	4/30/2024, 10:14 AM
Q4 2023	32	$102M				DFAC, DFAX, VT, DFEM, AVUS	13F-HR	1/31/2024, 03:15 PM