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Meredith Keel

Financial Symmetry Inc

Assets Managed
$281.472M
Holdings
63
Last Quarter
2026 - Q1
Filed Date
1mo 13d ago
Growth Rate
14.8%(2Q avg: 12.38%)
Sustained Growth
9 quarters

Portfolio positions

This chart displays the top 10 holdings in Financial Symmetry Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 63 positions.

Assets under management

The assets under management (AUM) of Financial Symmetry Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 281.472M in assets, with a quarterly growth rate of 14.8% and a 2-quarter average growth rate of 12.38%. The portfolio is managed by Meredith Keel, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 6.35%
25.33%
$71.287M
1.681M shares@ $42.42 avg price
DFAX
Dimensional World Ex Us Core
Recent Activity
Decreased -0.83%
20.11%
$56.589M
1.544M shares@ $36.65 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Increased 6.39%
5.67%
$15.942M
410,023 shares@ $38.88 avg price
DFIC
Dimensional International Co
Recent Activity
Increased 15.67%
5.54%
$15.574M
416,072 shares@ $37.44 avg price
DFCF
Dimensional Core Fixed Inc
Recent Activity
Increased 17.18%
5.04%
$14.161M
335,246 shares@ $42.24 avg price
AVDE
Avantis International Equity
Recent Activity
Increased 7.39%
4.71%
$13.256M
147,846 shares@ $89.66 avg price
AVUS
Avantis U.s. Equity Etf
Recent Activity
Increased 8.79%
3.58%
$10.065M
82,435 shares@ $122.1 avg price
VT
Vanguard Tot World Stk Etf
Recent Activity
Decreased -2.31%
3.49%
$9.798M
64,800 shares@ $151.2 avg price
DISV
Dimensional International Sm
Recent Activity
Increased 3.47%
3.39%
$9.517M
230,498 shares@ $41.29 avg price
DUSB
Dimension Ultrashort Fi Etf
Recent Activity
Increased 24.74%
3.33%
$9.365M
184,504 shares@ $50.77 avg price

1-10 of 63