Institutional Manager · CIK 0001697493
Symmetry Partners, LLC
GLASTONBURY, CT · File #028-17760
Latest AUM
$1.69B
Positions
273
Top-10 Concentration
50.9%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025273 pos · $1.69B
- 13F HOLDINGS REPORTQ/E Sep 2025236 pos · $918.4M
- 13F HOLDINGS REPORTQ/E Jun 2025207 pos · $812.7M
- 13F HOLDINGS REPORTQ/E Mar 2025194 pos · $719.1M
- 13F HOLDINGS REPORTQ/E Dec 2024190 pos · $703.1M
- 13F HOLDINGS REPORTQ/E Sep 202487 pos · $422.0M
- 13F HOLDINGS REPORTQ/E Jun 2024509 pos · $1.9M
- 13F HOLDINGS REPORTQ/E Mar 2024537 pos · $1.3M
- 13F HOLDINGS REPORTQ/E Dec 2023527 pos · $1.8M
- 13F HOLDINGS REPORTQ/E Sep 2023577 pos · $1.9M
- 13F HOLDINGS REPORTQ/E Jun 2023546 pos · $1.8M
- 13F HOLDINGS REPORTQ/E Mar 2023542 pos · $1.7M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V708 | 4,247,872 | $168.2M | 11.58% |
| 2 | DIMENSIONAL ETF TRUST | 25434V583 | 1,825,909 | $98.7M | 6.80% |
| 3 | DIMENSIONAL ETF TRUST | 25434V708 | 2,252,609 | $89.2M | 6.14% |
| 4 | ISHARES TR | 46434V613 | 1,600,423 | $74.5M | 5.13% |
| 5 | ISHARES TR | 46432F396 | 279,179 | $69.9M | 4.81% |
| 6 | DIMENSIONAL ETF TRUST | 25434V799 | 1,877,456 | $64.7M | 4.45% |
| 7 | AMERICAN CENTY ETF TR | 025072877 | 471,142 | $48.0M | 3.31% |
| 8 | DIMENSIONAL ETF TRUST | 25434V849 | 993,006 | $47.8M | 3.29% |
| 9 | SYMMETRY PANORAMIC TR | 87190B888 | 1,530,805 | $39.5M | 2.72% |
| 10 | VANGUARD CHARLOTTE FDS | 92203J407 | 813,165 | $39.3M | 2.71% |
| 11 | VANGUARD BD INDEX FDS | 921937835 | 497,561 | $36.9M | 2.54% |
| 12 | DIMENSIONAL ETF TRUST | 25434V583 | 645,761 | $34.9M | 2.40% |
| 13 | ISHARES TR | 46432F396 | 137,387 | $34.4M | 2.37% |
| 14 | DIMENSIONAL ETF TRUST | 25434V831 | 897,064 | $34.1M | 2.35% |
| 15 | DIMENSIONAL ETF TRUST | 25434V732 | 983,572 | $32.5M | 2.24% |
| 16 | VANGUARD BD INDEX FDS | 921937827 | 409,864 | $32.3M | 2.22% |
| 17 | ISHARES TR | 46434V449 | 624,014 | $29.9M | 2.06% |
| 18 | ISHARES TR | 46434V613 | 634,449 | $29.5M | 2.03% |
| 19 | DIMENSIONAL ETF TRUST | 25434V799 | 845,363 | $29.1M | 2.01% |
| 20 | VANGUARD CHARLOTTE FDS | 92203J407 | 550,102 | $26.6M | 1.83% |