Financial Symmetry Inc DFIC — DFA International Core Equity 2 ETF

Ownership history in Financial Symmetry Inc  ·  9 quarters on record

AI Ownership Summary

Financial Symmetry Inc reported DFA International Core Equity 2 ETF (DFIC) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 5.06% in 2025 Q4. The latest visible filing shows DFIC at 5.06% 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 DFIC 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 International Core Equity 2 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

DFIC was reported at 5.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.06% in 2025 Q4

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.

DFIC stock page Financial Symmetry Inc fund profile Financial Symmetry Inc full holdings
How Financial Symmetry Inc held DFIC — position size vs. price
% of Fund (quarterly)    DFIC 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 — — — 359,709 +48,117 +15.4% 5.06% $12.4M 2026-02-14 (Est.) $37.76
2025 Q3 ADDED — — — 311,592 +52,272 +20.2% 4.58% $10.2M 2025-12-17 $33.73
2025 Q2 ADDED — — — 259,320 +44,696 +20.8% 4.16% $8.1M 2025-07-29 $30.84
2025 Q1 ADDED — — — 214,624 +31,945 +17.5% 3.66% $6.0M 2025-04-30 $28.10
2024 Q4 ADDED — — — 182,679 +60,874 +50.0% 3.20% $4.7M 2025-02-04 $26.00
2024 Q3 ADDED — — — 121,805 +7,289 +6.4% 2.39% $3.4M 2024-10-21 $26.30
2024 Q2 ADDED — — — 114,516 +18,994 +19.9% 2.34% $3.0M 2024-07-10 $25.81
2024 Q1 ADDED — — — 95,522 +6,532 +7.3% 2.24% $2.6M 2024-04-30 $24.59
2023 Q4 INITIATED — — — 88,990 — — 2.24% $2.3M 2024-01-31 $23.79

🏢 Other funds also holding DFIC

As of 2026 Q1 — sorted by position size

CAPSTONE CAPITAL LLC 24.12% Aspen Capital Management, LLC 20.02% Tencap Wealth Coaching, LLC 19.56% Tassel Capital Management, Inc. 18.72% Verisail Partners, LLC 18.18% Kooman & Associates 3Y 16.64% BCU Wealth Advisors, LLC 14.21% Vannoy Advisory Group, Inc. 13.91% Henrickson Nauta Wealth Advisors, Inc. 3Y 13.37% Evensky & Katz LLC 3Y 7Y 12.24%

FAQ About Financial Symmetry Inc and DFIC

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 DFIC?

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

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

The largest reported portfolio weight for DFIC was 5.06% in 2025 Q4.

What is the latest reported DFIC position on this page?

The most recent filing on this page is 2025 Q4, when Financial Symmetry Inc reported 359,709 shares, equal to 5.06% of portfolio, with an estimated market value of $12.4M.

What does the chart on this DFIC ownership page compare?

The chart compares Financial Symmetry Inc's quarterly DFIC 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 DFIC position?

Based on 13F filing dates vs. subsequent DFIC price moves, Financial Symmetry Inc correctly timed 7 out of 8 reported position changes (88%). The annualised alpha on DFIC relative to SPY over the holding period was +4.4%.

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