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CIK: 0001697493
Total reported value
$2.0B
$2.0B
129 檔
14.0%
At the close of Q4 2024, Symmetry Partners, LLC disclosed equity holdings valued at approximately $2.0B, spread across 129 reported holdings.
In Q4 2024, Symmetry Partners, LLC displayed an active expansion posture, initiating 13 new positions and adding to 36 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, BNDX, MTUM) accounted for 14.0% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 16.89% | +0.31% | +85.62% | |
| 2 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 7.27% | -0.15% | +74.36% | |
| 3 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 5.86% | +1.49% | +63.87% | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 4.91% | -0.15% | +71.39% | |
| 5 | DFUV | Dimensional US Marketwide Va | ETF-Other | 4.20% | -0.06% | +17.85% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.34% | +0.06% | +53.31% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.27% | -0.26% | +72.73% | |
| 8 | DFIC | Dimensional International Co | ETF-Other | 3.15% | -0.07% | +175.74% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.13% | +0.02% | +29.15% | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.91% | +0.12% | +65.18% | |
| 11 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.76% | -0.01% | +2.14% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.76% | — | +70.77% | |
| 13 | DFAX | Dimensional World Ex US Core | ETF-Other | 2.75% | -0.09% | +68.14% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-Other | 2.24% | -0.04% | +124.78% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 1.89% | -0.01% | +12.33% | |
| 16 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.60% | -0.03% | +1.61% | |
| 17 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 1.49% | +0.06% | +183.39% | |
| 18 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.48% | +0.01% | — | |
| 19 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.38% | -0.01% | +3.15% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.36% | -0.01% | +24.76% | |
| 21 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.28% | -0.03% | +194.32% | |
| 22 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.23% | +0.07% | +185.97% | |
| 23 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 1.23% | -0.03% | +91.17% | |
| 24 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 1.09% | -0.03% | +68.46% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.06% | -0.01% | +21.24% | |
| 26 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.05% | -0.02% | +131.89% | |
| 27 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.01% | +0.17% | +186.79% | |
| 28 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.97% | +0.02% | -5.20% | |
| 29 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.93% | -0.02% | +48.65% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.92% | -0.02% | +276.49% | |
| 31 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.77% | +0.06% | +71.95% | |
| 32 | AVDE | Avantis International Equity | ETF-Other | 0.75% | -0.02% | — | |
| 33 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.65% | -0.14% | EXIT | |
| 34 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 0.64% | -0.01% | +202.82% | |
| 35 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.51% | -0.14% | +165.36% | |
| 36 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.50% | +0.01% | +171.64% | |
| 37 | DFAT | Dimensional US Target Value | ETF-Other | 0.49% | -0.01% | +3.01% | |
| 38 | SUB | Ishares Short-term National | ETF-Other | 0.47% | -0.01% | +46.77% | |
| 39 | DFIV | Dimensional International Va | ETF-Other | 0.44% | -0.02% | +3.36% | |
| 40 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.43% | — | — | |
| 41 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.40% | +0.02% | — | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.34% | +0.03% | +7.20% | |
| 43 | XLF | Ss Financial Select Sector | ETF-Other | 0.32% | — | +26.25% | |
| 44 | XLI | Ss Industrial Select Sector | ETF-Other | 0.30% | +0.07% | — | |
| 45 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.30% | -0.08% | EXIT | |
| 46 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.29% | — | — | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.28% | +0.05% | +392.79% | |
| 48 | NVDA | Nvidia CORP | Stock-Tech | 0.26% | +0.51% | +106.93% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.26% | -0.16% | +617.17% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.24% | -0.04% | +19.79% |
According to official SEC Form 13F filings, Symmetry Partners, LLC reported a total U.S. public equity portfolio value of $2.0B across 129 disclosed positions in Q4 2024.
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Top New Position Initiated
AVUS
市值: $10.4M
Top Position Liquidated / Trimmed
XLK
前期市值: $3.4M
During Q4 2024, Symmetry Partners, LLC's top holdings by market value included DFAC (16.9%)、BNDX (7.3%)、MTUM (5.9%). The largest single position, DFAC, represented 16.9% of total portfolio value.
In Q4 2024, Symmetry Partners, LLC made 50 total portfolio adjustments, initiating 13 new buys, adding to 36 positions, trimming 0 holdings, and fully liquidating 1 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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