Financial Symmetry Inc

13F Filings History

Latest 13F report
Q2 2025 - Jul 29, 2025
Value $
$194M
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 48 stock holdings with total value $194M as of Q2 2025. Top holdings included DFAC, DFAX, DFEM, AVDE, and DFCF.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 48 $194M +$17.3M -$2.09M +$15.2M DFAC, DFAX, DFEM, AVDE, DFCF 13F-HR 7/29/2025, 04:16 PM
Q1 2025 50 $163M +$16M -$1.01M +$15M DFAC, DFAX, DFEM, DFCF, AVDE 13F-HR 4/30/2025, 10:04 AM
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