Financial Symmetry Inc DFAS — DFA ETF Tr US Sm Cap ETF

Ownership history in Financial Symmetry Inc  ·  9 quarters on record

AI Ownership Summary

Financial Symmetry Inc reported DFA ETF Tr US Sm Cap ETF (DFAS) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.28% in 2024 Q3. The latest visible filing shows DFAS at 0.24% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DFAS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Financial Symmetry Inc's position in DFA ETF Tr US Sm Cap ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DFAS was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.28% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DFAS stock page Financial Symmetry Inc fund profile Financial Symmetry Inc full holdings
How Financial Symmetry Inc held DFAS — position size vs. price
% of Fund (quarterly)    DFAS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 8,531 +1,136 +15.4% 0.24% $594K 2026-02-14 (Est.) $75.49
2025 Q3 ADDED — — — 7,395 +16 +0.2% 0.23% $506K 2025-12-17 $70.14
2025 Q2 ADDED — — — 7,379 +874 +13.4% 0.24% $470K 2025-07-29 $65.09
2025 Q1 ADDED — — — 6,505 +262 +4.2% 0.24% $389K 2025-04-30 $57.35
2024 Q4 UNCHANGED — — — 6,243 — 0% 0.28% $406K 2025-02-04 $66.28
2024 Q3 ADDED — — — 6,243 +1,632 +35.4% 0.28% $405K 2024-10-21 $64.16
2024 Q2 REDUCED 5.4% +8.2% ❌ 4,611 -263 -5.4% 0.22% $277K 2024-07-10 $58.80
2024 Q1 ADDED — — — 4,874 +242 +5.2% 0.27% $304K 2024-04-30 $57.37
2023 Q4 INITIATED — — — 4,632 — — 0.27% $276K 2024-01-31 $56.31

🏢 Other funds also holding DFAS

As of 2026 Q1 — sorted by position size

DIXON FNANCIAL SERVICES, INC. 3Y 17.8% Tassel Capital Management, Inc. 10.48% Stordahl Capital Management, Inc. 3Y 7Y 10.43% Allodium Investment Consultants, LLC 9.46% BANNERMAN WEALTH MANAGEMENT GROUP, LLC 9.07% Mendota Financial Group, LLC 3Y 8.8% Great Waters Wealth Management 3Y 8.25% Hurlow Wealth Management Group, Inc. 3Y 7Y 8.13% Moisand Fitzgerald Tamayo, LLC 3Y 7Y 7.42% Guardian Wealth Management, LLC 7.35%

FAQ About Financial Symmetry Inc and DFAS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Financial Symmetry Inc reported owning DFAS?

Financial Symmetry Inc reported DFAS across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DFAS position in Financial Symmetry Inc's portfolio?

The largest reported portfolio weight for DFAS was 0.28% in 2024 Q3.

What is the latest reported DFAS position on this page?

The most recent filing on this page is 2025 Q4, when Financial Symmetry Inc reported 8,531 shares, equal to 0.24% of portfolio, with an estimated market value of $594K.

What does the chart on this DFAS ownership page compare?

The chart compares Financial Symmetry Inc's quarterly DFAS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Financial Symmetry Inc time their DFAS position?

Based on 13F filing dates vs. subsequent DFAS price moves, Financial Symmetry Inc correctly timed 6 out of 7 reported position changes (86%). The annualised alpha on DFAS relative to SPY over the holding period was -3.7%.

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