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Disclosery

Financial Symmetry Inc: DXUV position timeline

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

Financial Symmetry Inc held 0 DXUV 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 0 shares
    Change vs previous 13F -11,609 shares

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-06-30
    13F 11,609 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $771,999.

    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 11,609 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $746,110.

    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 11,609 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $693,986.

    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 11,609 shares
    Change vs previous 13F +1,528 shares

    0.3% of the 13F portfolio, value $678,430.

    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 10,081 shares
    Change vs previous 13F -398 shares

    0.28% of the 13F portfolio, value $546,693.

    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 10,479 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $526,622.

    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).