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CIK: 0001697493
Total reported value
$2.0B
$2.0B
209 檔
36.0%
According to the latest 13F quarterly dataset, Symmetry Partners, LLC managed an equity portfolio of $2.0B at the end of Q1 2026, spanning 209 distinct U.S. exchange-listed positions.
In Q1 2026, Symmetry Partners, LLC displayed an active expansion posture, initiating 22 new positions and adding to 104 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 209 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 14.86% | +0.31% | +2.99% | |
| 2 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 7.84% | -0.90% | +2.84% | |
| 3 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 5.97% | +1.49% | +4.59% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 5.93% | -0.70% | +0.63% | |
| 5 | DFIC | Dimensional International Co | ETF-Other | 5.74% | -0.07% | +3.92% | |
| 6 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 4.28% | -0.03% | +2.22% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 4.08% | -0.15% | +8.98% | |
| 8 | DFNM | Dimensional National Muni Bd | ETF-Other | 3.61% | -0.44% | -0.71% | |
| 9 | BND | Vanguard Total Bond Market | ETF-Other | 3.50% | -0.15% | +13.06% | |
| 10 | SMOM | Symmetry Panoramic Sctr Mmnt | ETF-Other | 2.99% | -0.04% | +2.21% | |
| 11 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.91% | +0.17% | +2.92% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.78% | -0.26% | -0.24% | |
| 13 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.71% | -0.02% | +5.58% | |
| 14 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 2.52% | +0.06% | +3.88% | |
| 15 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.93% | -0.14% | +1.03% | |
| 16 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.81% | +0.12% | +6.48% | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.76% | — | +8.21% | |
| 18 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.53% | +0.07% | +9.17% | |
| 19 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.51% | -0.06% | -6.79% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.50% | +0.06% | -1.06% | |
| 21 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 1.34% | -0.01% | +3.06% | |
| 22 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 1.18% | -1.11% | +42.42% | |
| 23 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.14% | -0.09% | -3.20% | |
| 24 | MUB | Ishares National Muni Bond E | ETF-Other | 1.02% | -0.04% | -0.33% | |
| 25 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.73% | -0.03% | +5.38% | |
| 26 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.73% | -0.03% | +4.95% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.69% | +0.02% | -10.20% | |
| 28 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.61% | +0.01% | +8.85% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.55% | -0.16% | +155.16% | |
| 30 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.52% | -0.02% | +2.58% | |
| 31 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.51% | -0.02% | +6.53% | |
| 32 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.50% | +0.06% | +7.33% | |
| 33 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.47% | -0.01% | -7.82% | |
| 34 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.39% | +0.01% | -3.41% | |
| 35 | VTV | Vanguard Value ETF | ETF-Other | 0.38% | -0.01% | -10.18% | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.36% | -0.02% | +5.92% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.34% | -0.01% | -7.69% | |
| 38 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.33% | +0.02% | -6.94% | |
| 39 | XLK | Ss Technology Select Sector | ETF-Tech | 0.32% | -0.05% | +1.14% | |
| 40 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.32% | -0.02% | +22.60% | |
| 41 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.30% | -0.03% | -7.96% | |
| 42 | SUB | Ishares Short-term National | ETF-Other | 0.28% | -0.01% | +7.55% | |
| 43 | AVDE | Avantis International Equity | ETF-Other | 0.25% | -0.02% | -1.30% | |
| 44 | NVDA | Nvidia CORP | Stock-Tech | 0.23% | +0.51% | +5.31% | |
| 45 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.23% | -0.01% | -8.14% | |
| 46 | DFIV | Dimensional International Va | ETF-Other | 0.22% | -0.02% | -2.48% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.22% | -0.01% | -9.12% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.22% | -0.04% | +2.13% | |
| 49 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.21% | +0.03% | +9.73% | |
| 50 | DFAT | Dimensional US Target Value | ETF-Other | 0.20% | -0.01% | -4.99% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.4% | +155.16% | Add |
| 2 | VBIL | Vanguard 0-3m T-bill ETF | +0.3% | +42.42% | Add |
| 3 | AVUV | Avantis US Small Cap Value | +0.3% | +2.22% | Add |
| 4 | BND | Vanguard Total Bond Market | +0.3% | +13.06% | Add |
| 5 | DFIC | Dimensional International Co | +0.2% | +3.92% | Add |
| 6 | BNDX | Vanguard Total Intl Bond ETF | +0.2% | +8.98% | Add |
| 7 | AVLV | Avantis US Large Cap Value | +0.2% | +9.17% | Add |
| 8 | DFEM | Dimensional Emrg Mrkt Core | +0.1% | +2.92% | Add |
| 9 | AVDV | Avantis Intl S/c Value ETF | +0.1% | +1.03% | Add |
| 10 | AVIV | Avantis Int Lrg Cap Val ETF | +0.1% | +8.85% | Add |
| 11 | VTIP | Vanguard Short-term Tips | +0.1% | +22.60% | Add |
| 12 | USMV | Ishares Msci USA Min Vol Fac | +0.1% | +8.21% | Add |
| 13 | EFAV | Ishares Msci Eafe Min Vol Fa | +0.1% | +5.38% | Add |
| 14 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | +162.02% | Add |
| 15 | AVES | Avantis Emerging Markets Val | 0% | +3.06% | Add |
| 16 | XLI | Ss Industrial Select Sector | 0% | +158.80% | Add |
| 17 | MA | Mastercard Inc - A | 0% | +327.56% | Add |
| 18 | JNJ | Johnson & Johnson | 0% | +12.65% | Add |
| 19 | EEMV | Ishares Msci Emg Mkt Min Vol | 0% | +7.33% | Add |
| 20 | WMT | Walmart Inc | 0% | +2.13% | Add |
| 21 | GEV | GE Vernova Inc | 0% | +55.88% | Add |
| 22 | CVX | Chevron CORP | 0% | +24.58% | Add |
| 23 | RTX | Rtx CORP | 0% | +60.51% | Add |
| 24 | VZ | Verizon Communications Inc | 0% | +77.56% | Add |
| 25 | TGT | Target CORP | 0% | +97.12% | Add |
| 26 | IJH | Ishares Core S&p Midcap ETF | 0% | +108.87% | Add |
| 27 | IMTM | Ishares Msci Intl Momentum F | 0% | +3.88% | Add |
| 28 | SHM | Ss Spdr N Ice St Muni ETF | 0% | +6.53% | Add |
| 29 | SUB | Ishares Short-term National | 0% | +7.55% | Add |
| 30 | AVGO | Broadcom Inc | 0% | +31.48% | Add |
| 31 | VNQ | Vanguard Real Estate ETF | 0% | +10.95% | Add |
| 32 | MRK | Merck & Co. Inc. | 0% | +1.44% | Add |
| 33 | ABBV | Abbvie Inc | 0% | +33.15% | Add |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +18.20% | Add |
| 35 | COST | Costco Wholesale CORP | 0% | +6.03% | Add |
| 36 | MU | Micron Technology Inc | 0% | +17.27% | Add |
| 37 | PAA | Plains All Amer Pipeline LP | 0% | — | Unchanged |
| 38 | TER | Teradyne Inc | 0% | +0.08% | Add |
| 39 | MPC | Marathon Petroleum CORP | 0% | +0.07% | Add |
| 40 | MO | Altria Group Inc | 0% | +1.00% | Add |
| 41 | EIX | Edison International | 0% | +18.06% | Add |
| 42 | LRCX | Lam Research CORP | 0% | +2.94% | Add |
| 43 | SPLV | Invesco S&p 500 Low Volatili | 0% | +6.29% | Add |
| 44 | CSCO | Cisco Systems Inc | 0% | +15.46% | Add |
| 45 | VTES | Vanguard Sh Term Tax-ex Bond | 0% | +13.69% | Add |
| 46 | LHX | L3harris Technologies Inc | 0% | +4.16% | Add |
| 47 | PCG | P G & E CORP | 0% | +9.73% | Add |
| 48 | NEM | Newmont CORP | 0% | +4.33% | Add |
| 49 | CMI | Cummins Inc | 0% | +2.91% | Add |
| 50 | JNK | Ss Spdr Bb High Yield Bond | — | +4.95% | Add |
According to official SEC Form 13F filings, Symmetry Partners, LLC reported a total U.S. public equity portfolio value of $2.0B across 209 disclosed positions in Q1 2026.
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, DFGP, MTUM) accounted for 36.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
XLV
市值: $1.8M
Top Position Liquidated / Trimmed
XLY
前期市值: $2.5M
During Q1 2026, Symmetry Partners, LLC's top holdings by market value included DFAC (14.9%)、DFGP (7.8%)、MTUM (6.0%). The largest single position, DFAC, represented 14.9% of total portfolio value.
In Q1 2026, Symmetry Partners, LLC made 192 total portfolio adjustments, initiating 22 new buys, adding to 104 positions, trimming 48 holdings, and fully liquidating 18 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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