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Financial Symmetry INC · DFSV

← Holdings

Position over 9 quarters · +77% shares · SEC 13F

QuarterSharesΔ SharesValue
Q1 '2470K—$2.1M
Q2 '2483K+12K$2.4M
Q3 '2487K+4K$2.7M
Q4 '2483K-4K$2.6M
Q1 '2588K+5K$2.5M
Q2 '2592K+4K$2.7M
Q3 '25106K+14K$3.4M
Q4 '25109K+3K$3.6M
Q1 '26124K+15K$4.7M

Source: SEC Form 13F. Values are as-of each quarter-end, not live.