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Financial Symmetry Inc | Tormere

Financial Symmetry Inc

Est. AUM

$281.5M

13F long equity, this entity only

Positions

63

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DFA ETF Tr US Core Equity 2 ETF	COM	$71.3M	1680901	25.33%	SOLE
2	DFA World Ex U S Core Equity 2 Etf	COM	$56.6M	1544450	20.10%	SOLE
3	DFA Emerging Markets Core 2 ETF	COM	$15.9M	410023	5.66%	SOLE
4	DFA International Core Equity 2 ETF	COM	$15.6M	416072	5.53%	SOLE
5	DFA Core Fixed Income ETF	COM	$14.2M	335246	5.03%	SOLE
6	Avantis International Equity ETF	COM	$13.3M	147846	4.71%	SOLE
7	Avantis US Equity ETF	COM	$10.1M	82435	3.58%	SOLE
8	Vanguard Total World Stock ETF	COM	$9.8M	64800	3.48%	SOLE
9	DFA International Small Cap Value ETF	COM	$9.5M	230498	3.38%	SOLE
10	DFA Ultrashort Fixed Income ETF	COM	$9.4M	184504	3.33%	SOLE
11	Avantis Emerging Markets Equity ETF	COM	$5.9M	65469	2.10%	SOLE
12	Vanguard Total International Stock ETF	COM	$5.1M	61846	1.83%	SOLE
13	DFA US Small Cap Value ETF	COM	$4.7M	124227	1.66%	SOLE
14	DFA International Core Equity ETF	COM	$3.6M	87411	1.27%	SOLE
15	Vanguard Total Stock Market ETF	COM	$3.5M	9764	1.23%	SOLE
16	Apple Computer Inc	COM	$3.3M	12015	1.16%	SOLE
17	DFA Emerging Core Equity ETF	COM	$3.1M	82588	1.12%	SOLE
18	iShares S&P 500	COM	$2.5M	3450	0.88%	SOLE
19	Vanguard S&P 500 ETF	COM	$1.7M	2599	0.61%	SOLE
20	DFA US Core Equity ETF	COM	$1.7M	34537	0.61%	SOLE
21	Nvidia Corp	COM	$1.2M	6051	0.43%	SOLE
22	DFA US Core Equity 1 ETF	COM	$1.1M	14125	0.40%	SOLE
23	Vanguard Mid Cap Value ETF	COM	$1.1M	5470	0.38%	SOLE
24	DFA Short-Duration Fixed Inc ETF	COM	$1.0M	20916	0.36%	SOLE
25	Amazon Com Inc	COM	$895K	3376	0.32%	SOLE
26	Cisco Systems Inc	COM	$875K	9564	0.31%	SOLE
27	DFA ETF Tr US Target Value ETF	COM	$872K	12982	0.31%	SOLE
28	Vanguard Mid Cap ETF	COM	$793K	10263	0.28%	SOLE
29	TEMPUS AI INC CL A	COM	$786K	14169	0.28%	SOLE
30	Alphabet Inc. Class C	COM	$780K	2041	0.28%	SOLE
31	DFA US Vector Equity ETF	COM	$746K	11609	0.27%	SOLE
32	Microsoft Corp	COM	$735K	1803	0.26%	SOLE
33	Tesla Motors Inc.	COM	$728K	1908	0.26%	SOLE
34	Avantis US Small Cap Value ETF	COM	$615K	5122	0.22%	SOLE
35	DFA ETF Tr US Sm Cap ETF	COM	$565K	7309	0.20%	SOLE
36	DFA Etf Tr Intl Vale Etf	COM	$537K	9741	0.19%	SOLE
37	International Business Machines	COM	$498K	2156	0.18%	SOLE
38	Johnson & Johnson	COM	$421K	1832	0.15%	SOLE
39	iShares Core S&P Total US Stock Market	COM	$419K	2666	0.15%	SOLE
40	Duke Energy	COM	$381K	2939	0.14%	SOLE
41	Avantis International Small Cap Value ETF	COM	$377K	3555	0.13%	SOLE
42	Broadcom Inc Com	COM	$371K	888	0.13%	SOLE
43	DFA Emerging Markets ex China Core Equity ETF	COM	$350K	4689	0.12%	SOLE
44	Wal-Mart Stores Inc.	COM	$326K	2468	0.12%	SOLE
45	Vertex Pharm Inc	COM	$325K	760	0.12%	SOLE
46	Spdr Ser Tr S&p Regl Bkg Etf	COM	$303K	4331	0.11%	SOLE
47	Vanguard Growth ETF	COM	$292K	3510	0.10%	SOLE
48	McDonalds Corp	COM	$283K	966	0.10%	SOLE
49	Eli Lilly & Co Com	COM	$273K	292	0.10%	SOLE
50	iShares Core S&P Mid-Cap	COM	$262K	3594	0.09%	SOLE

1–50 of 63

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.