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Disclosery

Financial Symmetry Inc: DFAU position timeline

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

Financial Symmetry Inc held 33,065 DFAU 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 33,065 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $1,731,307.

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

  2. period ended2026-06-30
    13F 33,065 shares
    Change vs previous 13F -1,472 shares

    0.57% of the 13F portfolio, value $1,709,142.

    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 34,537 shares
    Change vs previous 13F -93 shares

    0.61% of the 13F portfolio, value $1,713,035.

    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 34,630 shares
    Change vs previous 13F +3,062 shares

    0.66% of the 13F portfolio, value $1,620,684.

    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 31,568 shares
    Change vs previous 13F +1,978 shares

    0.65% of the 13F portfolio, value $1,444,552.

    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 29,590 shares
    Change vs previous 13F +1,508 shares

    0.65% of the 13F portfolio, value $1,253,432.

    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 28,082 shares
    Change vs previous 13F +4,164 shares

    0.66% of the 13F portfolio, value $1,079,472.

    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 23,918 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $968,458.

    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).