Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FINANCIAL SYMMETRY INC | 04-30-2024 | 03-31-2024 | 36 | 114,256,397 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DFA ETF Tr US Core Equity 2 ETF | COM | 1 | $30,451,396 | 953,095 | 0.03 | 0.03 | 25,355 | 2.73 | 03-31-2024 |
| DFA World Ex U S Core Equity 2 Etf | COM | 2 | $29,885,843 | 1,174,758 | 0.03 | 0.03 | 109,000 | 10.23 | 03-31-2024 |
| Vanguard Total World Stock ETF | COM | 3 | $7,967,898 | 72,108 | 0.01 | 0.01 | -2,416 | -3.24 | 03-31-2024 |
| DFA Emerging Markets Core 2 ETF | COM | 4 | $6,767,234 | 265,486 | 0.01 | 0.01 | 13,481 | 5.35 | 03-31-2024 |
