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Disclosery

Financial Symmetry Inc: DFEM position timeline

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

Financial Symmetry Inc held 453,742 DFEM 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 453,742 shares
    Change vs previous 13F +30,033 shares

    5.76% of the 13F portfolio, value $18,022,625.

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

  2. period ended2026-06-30
    13F 423,709 shares
    Change vs previous 13F +13,686 shares

    5.75% of the 13F portfolio, value $17,219,530.

    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 410,023 shares
    Change vs previous 13F +24,606 shares

    5.66% of the 13F portfolio, value $15,941,689.

    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 385,417 shares
    Change vs previous 13F +15,150 shares

    5.2% of the 13F portfolio, value $12,749,589.

    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 370,267 shares
    Change vs previous 13F +6,574 shares

    5.32% of the 13F portfolio, value $11,874,454.

    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 363,693 shares
    Change vs previous 13F +19,840 shares

    5.57% of the 13F portfolio, value $10,794,421.

    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 343,853 shares
    Change vs previous 13F +8,680 shares

    5.59% of the 13F portfolio, value $9,098,360.

    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 335,173 shares
    Change vs previous 13F not available

    5.95% of the 13F portfolio, value $8,778,189.

    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).