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CIK: 0001697493
Total reported value
$2.0B
$2.0B
87 檔
8.4%
In Q3 2024, Symmetry Partners, LLC's U.S. equity holdings reached a combined market value of $2.0B, distributed across 87 disclosed stock positions.
In Q3 2024, Symmetry Partners, LLC adopted a defensive or profit-taking posture, trimming 35 positions and completely liquidating 13 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 15.03% | +0.31% | +343.81% | |
| 2 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 7.12% | -0.15% | -70.10% | |
| 3 | DFUV | Dimensional US Marketwide Va | ETF-Other | 6.05% | -0.06% | -47.69% | |
| 4 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 5.84% | +1.49% | -77.54% | |
| 5 | BND | Vanguard Total Bond Market | ETF-Other | 4.99% | -0.15% | -76.88% | |
| 6 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 4.56% | -0.01% | -80.68% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.95% | +0.02% | -82.22% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.38% | +0.06% | -41.00% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.22% | -0.26% | -71.28% | |
| 10 | DFAX | Dimensional World Ex US Core | ETF-Other | 2.96% | -0.09% | -48.57% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.95% | +0.12% | -72.86% | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 2.88% | -0.01% | -80.90% | |
| 13 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.88% | -0.03% | -80.76% | |
| 14 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.77% | — | -83.38% | |
| 15 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 2.45% | -0.01% | -82.92% | |
| 16 | DFIC | Dimensional International Co | ETF-Other | 2.07% | -0.07% | — | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.00% | -0.01% | -82.95% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-Other | 1.70% | -0.04% | -85.40% | |
| 19 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.66% | +0.02% | -64.55% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.58% | -0.01% | -83.72% | |
| 21 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 1.17% | -0.03% | -75.91% | |
| 22 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 1.10% | -0.03% | -78.65% | |
| 23 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 1.06% | -0.02% | -63.65% | |
| 24 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 0.95% | +0.06% | — | |
| 25 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.81% | -0.14% | EXIT | |
| 26 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.81% | +0.06% | -83.75% | |
| 27 | XLK | Ss Technology Select Sector | ETF-Tech | 0.81% | -0.05% | -89.55% | |
| 28 | DFAT | Dimensional US Target Value | ETF-Other | 0.80% | -0.01% | -89.77% | |
| 29 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.76% | -0.02% | -50.78% | |
| 30 | DFIV | Dimensional International Va | ETF-Other | 0.76% | -0.02% | -55.52% | |
| 31 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.72% | -0.03% | -84.02% | |
| 32 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.71% | +0.07% | — | |
| 33 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.63% | +0.17% | — | |
| 34 | SUB | Ishares Short-term National | ETF-Other | 0.54% | -0.01% | -78.86% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.45% | +0.03% | -84.77% | |
| 36 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.43% | -0.08% | EXIT | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.42% | -0.02% | -92.64% | |
| 38 | XLF | Ss Financial Select Sector | ETF-Other | 0.40% | — | -94.51% | |
| 39 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 0.40% | -0.01% | — | |
| 40 | CI | THE Cigna Group | Stock-Healthcare | 0.35% | — | +10.71% | |
| 41 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.35% | -0.14% | -88.25% | |
| 42 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.33% | +0.01% | — | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.29% | -0.04% | -83.44% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.28% | -0.03% | -93.32% | |
| 45 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.27% | +0.01% | +0.76% | |
| 46 | VUG | Vanguard Growth ETF | ETF-Other | 0.25% | — | — | |
| 47 | DXCM | Dexcom Inc | Stock-Healthcare | 0.23% | -0.06% | EXIT | |
| 48 | PODD | Insulet CORP | Stock-Healthcare | 0.22% | -0.03% | EXIT | |
| 49 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.20% | — | — | |
| 50 | NVDA | Nvidia CORP | Stock-Tech | 0.19% | +0.51% | -95.33% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | +14.3% | +343.81% | Add |
| 2 | DFUV | Dimensional US Marketwide Va | +3.7% | -47.69% | Trim |
| 3 | AAPL | Apple Inc | +2.3% | -41.00% | Trim |
| 4 | BNDX | Vanguard Total Intl Bond ETF | +2.1% | -70.10% | Trim |
| 5 | DFIC | Dimensional International Co | +2.1% | NEW | New buy |
| 6 | DFAX | Dimensional World Ex US Core | +1.8% | -48.57% | Trim |
| 7 | BSV | Vanguard Short-term Bond ETF | +0.9% | -71.28% | Trim |
| 8 | QUAL | Ishares Msci USA Quality Fac | +0.7% | -72.86% | Trim |
| 9 | DFUS | Dimensional US Eq Mkt ETF | +0.7% | -64.55% | Trim |
| 10 | BND | Vanguard Total Bond Market | +0.5% | -76.88% | Trim |
| 11 | SHM | Ss Spdr N Ice St Muni ETF | +0.4% | -63.65% | Trim |
| 12 | MTUM | Ishares Msci USA Momentum Fa | +0.4% | -77.54% | Trim |
| 13 | EFAV | Ishares Msci Eafe Min Vol Fa | +0.2% | -75.91% | Trim |
| 14 | XLC | Ss Comm Select Sector Spdr | 0% | -78.44% | Trim |
| 15 | JNK | Ss Spdr Bb High Yield Bond | 0% | -78.65% | Trim |
| 16 | SUB | Ishares Short-term National | 0% | -78.86% | Trim |
| 17 | VBR | Vanguard Small-cap Value ETF | -0.1% | -80.68% | Trim |
| 18 | EFV | Ishares Msci Eafe Value ETF | -0.1% | -80.76% | Trim |
| 19 | VTV | Vanguard Value ETF | -0.1% | -80.90% | Trim |
| 20 | EEMV | Ishares Msci Emg Mkt Min Vol | -0.2% | -83.75% | Trim |
| 21 | AVUV | Avantis US Small Cap Value | -0.2% | -84.02% | Trim |
| 22 | AMZN | Amazon.com Inc | -0.2% | -84.77% | Trim |
| 23 | AVDV | Avantis Intl S/c Value ETF | -0.2% | -88.25% | Trim |
| 24 | VWO | Vanguard Ftse Emerging Marke | -0.4% | -83.72% | Trim |
| 25 | GOOGL | Alphabet Inc-cl A | -0.4% | -93.30% | Trim |
| 26 | VEA | Vanguard Ftse Developed ETF | -0.4% | -82.95% | Trim |
| 27 | LLY | Eli Lilly & Co | -0.4% | -95.96% | Trim |
| 28 | VNQ | Vanguard Real Estate ETF | -0.5% | EXIT | Sold out |
| 29 | VSS | Vanguard Ftse All Wo X-us Sc | -0.5% | -82.92% | Trim |
| 30 | AVDE | Avantis International Equity | -0.5% | EXIT | Sold out |
| 31 | VFQY | Vanguard U.s. Quality Factor | -0.5% | EXIT | Sold out |
| 32 | META | Meta Platforms Inc-class A | -0.5% | -93.32% | Trim |
| 33 | USMV | Ishares Msci USA Min Vol Fac | -0.6% | -83.38% | Trim |
| 34 | JPM | Jpmorgan Chase & Co | -0.6% | EXIT | Sold out |
| 35 | DEHP | Dimensional Emrg Mrk Hi Prof | -0.6% | EXIT | Sold out |
| 36 | VFMO | Vanguard US Momentum Factor | -0.6% | EXIT | Sold out |
| 37 | VTI | Vanguard Total Stock Mkt ETF | -0.6% | -82.22% | Trim |
| 38 | VTIP | Vanguard Short-term Tips | -0.7% | EXIT | Sold out |
| 39 | NVDA | Nvidia CORP | -0.7% | -95.33% | Trim |
| 40 | XLI | Ss Industrial Select Sector | -0.7% | EXIT | Sold out |
| 41 | MUB | Ishares National Muni Bond E | -0.8% | -85.40% | Trim |
| 42 | DFAT | Dimensional US Target Value | -0.8% | -89.77% | Trim |
| 43 | MSFT | Microsoft CORP | -0.9% | -92.64% | Trim |
| 44 | XLK | Ss Technology Select Sector | -0.9% | -89.55% | Trim |
| 45 | DFAS | Dimensional US Small Cap ETF | -0.9% | EXIT | Sold out |
| 46 | VFVA | Vanguard U.s. Value Factor | -1% | EXIT | Sold out |
| 47 | XLF | Ss Financial Select Sector | -1% | -94.51% | Trim |
| 48 | AVEM | Avantis Emerging Markets Eq | -1.2% | EXIT | Sold out |
| 49 | ACWV | Ishares Msci Global Min Vol | -1.4% | EXIT | Sold out |
| 50 | VOE | Vanguard Mid-cap Value ETF | -1.4% | EXIT | Sold out |
According to official SEC Form 13F filings, Symmetry Partners, LLC reported a total U.S. public equity portfolio value of $2.0B across 87 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, BNDX, DFUV) accounted for 8.4% of total reported equity market value during Q3 2024.
Top New Position Initiated
DFIC
市值: $8.8M
Top Position Liquidated / Trimmed
VOE
前期市值: $26.7M
During Q3 2024, Symmetry Partners, LLC's top holdings by market value included DFAC (15.0%)、BNDX (7.1%)、DFUV (6.0%). The largest single position, DFAC, represented 15.0% of total portfolio value.
In Q3 2024, Symmetry Partners, LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 1 positions, trimming 35 holdings, and fully liquidating 13 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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