Symmetry Partners, LLC

Est. AUM

$1.22B

13F long equity only

Positions

209

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$170.5M	4,387,184	14.02%	SOLE
2	DIMENSIONAL ETF TRUST	GLOBAL CORE PLUS	$98.0M	1,814,489	8.06%	SOLE
3	ISHARES TR	CORE UNIVRSL USD	$72.4M	1,567,598	5.95%	SOLE
4	ISHARES TR	MSCI USA MMENTM	$70.6M	294,384	5.81%	SOLE
5	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$69.8M	1,963,491	5.74%	SOLE
6	AMERICAN CENTY ETF TR	US SML CP VALU	$52.6M	476,458	4.33%	SOLE
7	DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$46.3M	965,341	3.80%	SOLE
8	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$44.0M	916,267	3.62%	SOLE
9	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$43.1M	585,544	3.55%	SOLE
10	SYMMETRY PANORAMIC TR	SECTOR MOMENTUM	$38.4M	1,539,644	3.16%	SOLE
11	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$35.0M	1,011,771	2.87%	SOLE
12	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$34.5M	937,951	2.84%	SOLE
13	VANGUARD BD INDEX FDS	SHORT TRM BOND	$31.8M	405,879	2.62%	SOLE
14	ISHARES TR	MSCI INTL MOMENT	$31.1M	647,882	2.56%	SOLE
15	AMERICAN CENTY ETF TR	INTL SMCP VLU	$24.2M	241,922	1.99%	SOLE
16	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$20.7M	428,031	1.71%	SOLE
17	VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$20.7M	273,094	1.70%	SOLE
18	ISHARES TR	MSCI USA QLT FCT	$20.3M	105,900	1.67%	SOLE
19	APPLE INC	COM	$20.0M	78,958	1.65%	SOLE
20	ISHARES TR	MSCI USA MIN VOL	$20.0M	215,283	1.64%	SOLE
21	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$16.4M	203,461	1.35%	SOLE
22	AMERICAN CENTY ETF TR	EMERGING MKT VAL	$16.2M	269,988	1.33%	SOLE
23	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$10.8M	318,284	0.89%	SOLE
24	ISHARES TR	MSCI EAFE MIN VL	$8.3M	90,639	0.68%	SOLE
25	VANGUARD INDEX FDS	TOTAL STK MKT	$8.2M	25,459	0.67%	SOLE
26	ISHARES TR	NATIONAL MUN ETF	$7.6M	71,603	0.63%	SOLE
27	SPDR SERIES TRUST	STATE STREET SPD	$7.6M	79,195	0.62%	SOLE
28	EXXON MOBIL CORP	COM	$7.3M	43,306	0.60%	SOLE
29	AMERICAN CENTY ETF TR	INTERNATIONAL LR	$6.8M	91,413	0.56%	SOLE
30	AMERICAN CENTY ETF TR	US EQT ETF	$6.7M	60,634	0.55%	SOLE
31	ISHARES INC	MSCI EMERG MRKT	$5.7M	88,204	0.47%	SOLE
32	VANGUARD MALVERN FDS	STRM INFPROIDX	$5.5M	110,919	0.46%	SOLE
33	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$5.4M	76,567	0.45%	SOLE
34	VANGUARD INDEX FDS	SM CP VAL ETF	$5.2M	23,745	0.42%	SOLE
35	SELECT SECTOR SPDR TR	STATE STREET TEC	$4.8M	36,412	0.40%	SOLE
36	AMERICAN CENTY ETF TR	INTL EQT ETF	$4.4M	52,185	0.36%	SOLE
37	SPDR SERIES TRUST	STATE STREET SPD	$4.4M	91,959	0.36%	SOLE
38	VANGUARD INDEX FDS	VALUE ETF	$4.3M	21,852	0.35%	SOLE
39	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$4.0M	62,699	0.33%	SOLE
40	ISHARES TR	1 3 YR TREAS BD	$4.0M	48,510	0.33%	SOLE
41	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$3.6M	67,354	0.29%	SOLE
42	NVIDIA CORPORATION	COM	$3.3M	19,074	0.27%	SOLE
43	DIMENSIONAL ETF TRUST	US TARGETED VLU	$3.1M	50,389	0.26%	SOLE
44	MICROSOFT CORP	COM	$2.8M	7,600	0.23%	SOLE
45	VANGUARD INDEX FDS	REAL ESTATE ETF	$2.8M	31,563	0.23%	SOLE
46	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$2.8M	20,122	0.23%	SOLE
47	ISHARES TR	EAFE VALUE ETF	$2.8M	37,081	0.23%	SOLE
48	AMAZON COM INC	COM	$2.7M	12,894	0.22%	SOLE
49	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.7M	49,539	0.22%	SOLE
50	VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$2.5M	17,059	0.20%	SOLE

1–50 of 209

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.