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Disclosery

Financial Symmetry Inc: DFCF position timeline

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

Financial Symmetry Inc held 338,979 DFCF 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 338,979 shares
    Change vs previous 13F -12,233 shares

    4.34% of the 13F portfolio, value $13,599,849.

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

  2. period ended2026-06-30
    13F 351,212 shares
    Change vs previous 13F +15,966 shares

    4.95% of the 13F portfolio, value $14,824,644.

    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 335,246 shares
    Change vs previous 13F +49,137 shares

    5.03% of the 13F portfolio, value $14,160,775.

    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 286,109 shares
    Change vs previous 13F +37,149 shares

    4.97% of the 13F portfolio, value $12,176,815.

    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 248,960 shares
    Change vs previous 13F +31,590 shares

    4.77% of the 13F portfolio, value $10,645,510.

    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 217,370 shares
    Change vs previous 13F +8,393 shares

    4.74% of the 13F portfolio, value $9,186,045.

    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 208,977 shares
    Change vs previous 13F +24,557 shares

    5.4% of the 13F portfolio, value $8,789,574.

    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 184,420 shares
    Change vs previous 13F not available

    5.16% of the 13F portfolio, value $7,610,997.

    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).