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CIK: 0001697493
Total reported value
$2.0B
$2.0B
175 檔
18.9%
The Q3 2025 SEC filing reveals that Symmetry Partners, LLC held a total portfolio value of $2.0B, covering 175 public equity positions.
In Q3 2025, Symmetry Partners, LLC displayed an active expansion posture, initiating 2 new positions and adding to 34 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, BNDX, MTUM) accounted for 18.9% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 16.79% | +0.31% | +2.50% | |
| 2 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 6.88% | -0.15% | +4.45% | |
| 3 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 6.77% | +1.49% | +9.79% | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 5.30% | -0.15% | +4.81% | |
| 5 | DFIC | Dimensional International Co | ETF-Other | 4.58% | -0.07% | +6.68% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.24% | +0.12% | +12.24% | |
| 7 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 3.07% | — | +12.70% | |
| 8 | DFUV | Dimensional US Marketwide Va | ETF-Other | 3.06% | -0.06% | -2.66% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.98% | +0.06% | -5.63% | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.89% | -0.26% | +5.60% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.33% | +0.02% | +17.24% | |
| 12 | DFAX | Dimensional World Ex US Core | ETF-Other | 2.33% | -0.09% | -3.41% | |
| 13 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 2.20% | +0.06% | +8.35% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-Other | 1.96% | -0.04% | +4.65% | |
| 15 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.93% | +0.07% | +11.41% | |
| 16 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.91% | -0.03% | +9.24% | |
| 17 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.62% | +0.17% | +7.60% | |
| 18 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.57% | -0.01% | +27.71% | |
| 19 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 1.29% | -0.03% | +4.57% | |
| 20 | VTV | Vanguard Value ETF | ETF-Other | 1.25% | -0.01% | +23.98% | |
| 21 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 1.22% | -0.03% | +12.32% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.09% | -0.01% | +17.06% | |
| 23 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 0.99% | -0.01% | +9.12% | |
| 24 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.99% | -0.03% | +30.41% | |
| 25 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.96% | -0.02% | +5.83% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.93% | -0.02% | +14.48% | |
| 27 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.87% | -0.02% | +2.05% | |
| 28 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.85% | +0.06% | +12.74% | |
| 29 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.84% | -0.01% | +27.35% | |
| 30 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.84% | -0.14% | +4.37% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.81% | -0.01% | +16.58% | |
| 32 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.81% | +0.01% | -7.68% | |
| 33 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.79% | +0.01% | +6.30% | |
| 34 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.74% | +0.02% | -1.46% | |
| 35 | SMOM | Symmetry Panoramic Sctr Mmnt | ETF-Other | 0.58% | -0.04% | — | |
| 36 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.48% | -0.14% | EXIT | |
| 37 | AVDE | Avantis International Equity | ETF-Other | 0.47% | -0.02% | -1.34% | |
| 38 | XLK | Ss Technology Select Sector | ETF-Tech | 0.46% | -0.05% | +88.95% | |
| 39 | SUB | Ishares Short-term National | ETF-Other | 0.44% | -0.01% | +2.08% | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.44% | +0.51% | +31.75% | |
| 41 | XLI | Ss Industrial Select Sector | ETF-Other | 0.43% | +0.07% | — | |
| 42 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.41% | -0.02% | +19.39% | |
| 43 | DFIV | Dimensional International Va | ETF-Other | 0.40% | -0.02% | -0.29% | |
| 44 | DFAT | Dimensional US Target Value | ETF-Other | 0.39% | -0.01% | +2.19% | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.38% | +0.03% | +17.05% | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.33% | -0.04% | +49.13% | |
| 47 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.31% | — | -3.80% | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.29% | -0.03% | +22.40% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.28% | +0.05% | -5.58% | |
| 50 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.26% | — | +1.87% |
According to official SEC Form 13F filings, Symmetry Partners, LLC reported a total U.S. public equity portfolio value of $2.0B across 175 disclosed positions in Q3 2025.
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Top New Position Initiated
SMOM
市值: $5.3M
Top Position Liquidated / Trimmed
XLY
前期市值: $4.2M
During Q3 2025, Symmetry Partners, LLC's top holdings by market value included DFAC (16.8%)、BNDX (6.9%)、MTUM (6.8%). The largest single position, DFAC, represented 16.8% of total portfolio value.
In Q3 2025, Symmetry Partners, LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 34 positions, trimming 11 holdings, and fully liquidating 3 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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