Skip to content
Disclosery

Financial Symmetry Inc: DFAI position timeline

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

Financial Symmetry Inc held 87,906 DFAI 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 87,906 shares
    Change vs previous 13F -188 shares

    1.16% of the 13F portfolio, value $3,641,956.

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

  2. period ended2026-06-30
    13F 88,094 shares
    Change vs previous 13F +683 shares

    1.21% of the 13F portfolio, value $3,633,896.

    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 87,411 shares
    Change vs previous 13F +4,762 shares

    1.27% of the 13F portfolio, value $3,588,208.

    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 82,649 shares
    Change vs previous 13F -1,871 shares

    1.28% of the 13F portfolio, value $3,149,758.

    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 84,520 shares
    Change vs previous 13F +3,918 shares

    1.38% of the 13F portfolio, value $3,072,302.

    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 80,602 shares
    Change vs previous 13F +12,752 shares

    1.44% of the 13F portfolio, value $2,786,424.

    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 67,850 shares
    Change vs previous 13F +3,010 shares

    1.3% of the 13F portfolio, value $2,118,968.

    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 64,840 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $1,892,036.

    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).