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Disclosery

Financial Symmetry Inc: DFAE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Symmetry Inc on DFAE, newest first. How the timeline and the estimate are built.

Financial Symmetry Inc held 77,271 DFAE shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 77,271 shares
    Change vs previous 13F -3,788 shares

    0.97% of the 13F portfolio, value $3,037,510.

    13F-HR 0002004843-26-000006 filed by Financial Symmetry Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 81,059 shares
    Change vs previous 13F -1,529 shares

    1.09% of the 13F portfolio, value $3,259,373.

    13F-HR 0002004843-26-000005 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 82,588 shares
    Change vs previous 13F +1,789 shares

    1.12% of the 13F portfolio, value $3,148,243.

    13F-HR 0002004843-26-000002 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 80,799 shares
    Change vs previous 13F -1,181 shares

    1.07% of the 13F portfolio, value $2,631,634.

    13F-HR 0002004843-26-000001 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 81,980 shares
    Change vs previous 13F -1,814 shares

    1.16% of the 13F portfolio, value $2,584,831.

    13F-HR 0002004843-25-000005 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 83,794 shares
    Change vs previous 13F -3,668 shares

    1.25% of the 13F portfolio, value $2,425,838.

    13F-HR 0002004843-25-000004 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 87,462 shares
    Change vs previous 13F -5,819 shares

    1.39% of the 13F portfolio, value $2,264,394.

    13F-HR 0002004843-25-000002 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 93,281 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $2,371,201.

    13F-HR 0002004843-25-000001 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).