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Disclosery

Financial Symmetry Inc: DFAX position timeline

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

Financial Symmetry Inc held 1,598,157 DFAX 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 1,598,157 shares
    Change vs previous 13F -5,088 shares

    18.9% of the 13F portfolio, value $59,163,765.

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

  2. period ended2026-06-30
    13F 1,603,245 shares
    Change vs previous 13F +58,795 shares

    19.71% of the 13F portfolio, value $59,063,528.

    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 1,544,450 shares
    Change vs previous 13F -13,003 shares

    20.1% of the 13F portfolio, value $56,588,666.

    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 1,557,453 shares
    Change vs previous 13F +32,786 shares

    20.79% of the 13F portfolio, value $50,975,426.

    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 1,524,667 shares
    Change vs previous 13F +85,865 shares

    21.45% of the 13F portfolio, value $47,844,056.

    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 1,438,802 shares
    Change vs previous 13F +48,668 shares

    21.82% of the 13F portfolio, value $42,257,620.

    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 1,390,134 shares
    Change vs previous 13F +81,406 shares

    22.37% of the 13F portfolio, value $36,421,498.

    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 1,308,728 shares
    Change vs previous 13F not available

    22.05% of the 13F portfolio, value $32,534,975.

    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).