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Financial Symmetry Inc - Q12026 Holdings

Financial Symmetry Inc holds 63 stocks with a total portfolio value of $ 281.47M as of Q12026. In Q12026, Financial Symmetry Inc added 7 new positions, increased stakes in 30 stocks, reduced 17 holdings, and fully exited 4 positions. The largest holding is Dfa Etf Tr Us Core Equity 2 Etf (DFAC), representing 25.33% of the total portfolio.

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