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FS

Financial Symmetry Portfolio holdings

AUM $281M
1-Year Est. Return 22.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$223M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$3.79M
2
+$2.61M
3
+$1.81M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.67M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.34M

Top Sells

1
+$183K
2
+$126K
3
+$76.2K
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$54.6K
5
IBM icon
IBM
IBM
+$46.1K

Sector Composition

1 Technology 3.47%
2 Consumer Discretionary 0.89%
3 Healthcare 0.29%
4 Financials 0.24%
5 Consumer Staples 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$678K 0.3%
11,609
+1,528
27
$642K 0.29%
13,313
-609
28
$557K 0.25%
7,748
+4,687
29
$536K 0.24%
5,380
+20
30
$506K 0.23%
7,395
+16
31
$489K 0.22%
2,009
+30
32
$489K 0.22%
1,732
-176
33
$430K 0.19%
9,334
+324
34
$388K 0.17%
2,666
+532
35
$370K 0.17%
1,317
36
$364K 0.16%
2,939
+52
37
$356K 0.16%
+581
38
$347K 0.16%
6,135
+49
39
$346K 0.16%
+1,868
40
$331K 0.15%
3,720
41
$318K 0.14%
1,046
+10
42
$296K 0.13%
755
43
$281K 0.13%
+3,510
44
$275K 0.12%
2,665
+4
45
$267K 0.12%
470
46
$263K 0.12%
771
47
$263K 0.12%
+797
48
$244K 0.11%
1,591
49
$213K 0.1%
3,268
-5
50
$211K 0.09%
2,844
+22
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