Symmetry Partners, LLC Purchases in Q1 2025

Symmetry Partners, LLC

  • $718 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFIC
Dimensional ETF Tr Dimensional

ETFs
163K
+ 19.05%
$25.54 - $28.79 $4.17M - $4.7M
1.02M $28.4M
XLY
Select Sector Spdr Consumer Di

ETFs
21.1K
New
$192.6 - $233.2 $4.06M - $4.92M
21.1K $4.16M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
62K
+ 22.07%
$37.06 - $41.11 $2.3M - $2.55M
343K $13.7M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
20.7K
+ 9.46%
$87.68 - $94.52 $1.81M - $1.95M
239K $22.4M
BND
Vanguard Bd Index Fd Inc Total

ETFs
22.1K
+ 4.6%
$71.17 - $73.66 $1.57M - $1.63M
502K $36.9M
AVLV
American Centy ETF Tr Avantis
38.6K
+ 29.73%
$63.51 - $70.42 $2.45M - $2.72M
168K $11M
AAPL
Apple Inc.

Technology
21.9K
+ 23.39%
$209.68 - $247.1 $4.6M - $5.42M
116K $25.7M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
224K
+ 6.52%
$32.42 - $36.13 $7.25M - $8.08M
3.66M $121M
BNDX
Vanguard Total International B

ETFs
42.7K
+ 4.09%
$48.33 - $49.5 $2.06M - $2.11M
1.08M $52.9M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
66K
+ 24.28%
$25.35 - $27.46 $1.67M - $1.81M
338K $8.93M
AVES
American Centy ETF Tr Avantis

ETFs
27.2K
+ 27.71%
$44.71 - $48.65 $1.21M - $1.32M
125K $5.9M
XLK
Technology Sector Spdr

ETFs
5.92K
New
$206.38 - $242.18 $1.22M - $1.43M
5.92K $1.22M
AVIV
American Centy ETF Tr Avantis
13.8K
+ 20.29%
$51.51 - $58.54 $711K - $808K
81.8K $4.64M
AVDV
American Centy ETF Tr Avantis

ETFs
11.5K
+ 20.75%
$63.74 - $71.96 $731K - $825K
66.7K $4.65M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
1.42K
+ 1.31%
$69.81 - $78.9 $99.1K - $112K
110K $8.55M
VNQ
Vanguard Specialized Funds Van

ETFs
9.33K
+ 131.96%
$85.55 - $94.34 $798K - $880K
16.4K $1.48M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
6.16K
+ 2.07%
$76.94 - $78.28 $474K - $482K
304K $23.8M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
17.8K
New
$40.79 - $42.32 $727K - $754K
17.8K $749K
MUB
Ishares National Muni Bond ETF

ETFs
8.38K
+ 5.66%
$104.71 - $107.69 $877K - $902K
156K $16.5M
QUAL
Ishares Msci Usa Quality Facto

ETFs
8.63K
+ 7.52%
$168.16 - $186.21 $1.45M - $1.61M
123K $21.1M
JNK
Spdr Bloomberg High Yield Bond

ETFs
6.38K
+ 7.03%
$94.86 - $97.12 $605K - $619K
97K $9.25M
AVDE
American Centy ETF Tr Avantis

ETFs
2.34K
+ 2.74%
$60.63 - $68.55 $142K - $161K
87.8K $5.82M
PAA
Plains All American Pipeline LP

Energy
28.1K
New
$17.32 - $20.96 $487K - $589K
28.1K $562K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
7.11K
New
$68.32 - $75.06 $486K - $534K
7.11K $531K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
5.22K
+ 5.83%
$81.83 - $82.73 $427K - $432K
94.9K $7.85M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
7.27K
+ 5.26%
$47.33 - $47.92 $344K - $348K
145K $6.92M
XLU
Utilities Sector Spdr

ETFs
3.41K
+ 12.19%
$74.7 - $80.27 $255K - $274K
31.4K $2.47M
VCIT
Vanguard Intermediate Term Cor

ETFs
3.93K
New
$79.17 - $82.04 $311K - $322K
3.93K $321K
EEMV
Ishares Msci Emerging Markets

ETFs
4.29K
+ 4.59%
$57.07 - $59.29 $245K - $254K
97.6K $5.69M
XLF
Financial Sector Spdr

ETFs
4.16K
+ 8.81%
$47.32 - $52.19 $197K - $217K
51.4K $2.56M
ABBV
Abb Vie Inc.

Healthcare
1.03K
+ 56.36%
$169.2 - $216.66 $175K - $224K
2.86K $599K
DFAU
Dimensional ETF Tr

ETFs
6.78K
New
$37.84 - $42.29 $257K - $287K
6.78K $260K
COP
Conocophillips

Energy
2.42K
New
$88.6 - $105.85 $214K - $256K
2.42K $253K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
5.41K
New
$45.03 - $48.14 $244K - $260K
5.41K $249K
JNJ
Johnson & Johnson

Healthcare
757
+ 15.23%
$142.06 - $167.7 $108K - $127K
5.73K $949K
OKE
Oneok Inc

Energy
2.31K
New
$89.57 - $109.85 $207K - $253K
2.31K $228K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
5.84K
+ 2.93%
$196.12 - $229.48 $1.15M - $1.34M
205K $41.5M
MELI
Mercadolibre Inc

Consumer Cyclical
115
New
$1739.0 - $2260.0 $200K - $260K
115 $224K
XLC
Select Sector Spdr Tr Communic

ETFs
2.34K
+ 4.93%
$94.84 - $105.31 $222K - $246K
49.8K $4.8M
GE
General Electric CO

Industrials
1.03K
New
$168.59 - $212.13 $174K - $219K
1.03K $206K
KRE
Spdr S&P Regional Banking ETF

ETFs
3.55K
New
$55.11 - $65.5 $196K - $233K
3.55K $201K
GLD
Spdr Gold Trust

ETFs
464
+ 36.54%
$243.19 - $288.14 $113K - $134K
1.73K $499K
CION
Cion Investment Corp

Financial Services
18.6K
New
$10.35 - $12.55 $192K - $233K
18.6K $192K
SUB
Ishares Short Term National Mu

ETFs
1.75K
+ 5.54%
$105.3 - $106.24 $184K - $186K
33.4K $3.52M
AVEM
American Centy ETF Tr Avantis

ETFs
1.14K
+ 2.38%
$57.11 - $62.4 $65.2K - $71.3K
49.1K $2.95M
T
At&T Inc.

Communication Services
208
+ 1.07%
$21.56 - $28.28 $4.48K - $5.88K
19.6K $553K
PM
Philip Morris International Inc.

Consumer Defensive
2
+ 0.07%
$117.15 - $158.79 $234 - $318
2.86K $454K
MPC
Marathon Petroleum Corp

Energy
474
+ 15.26%
$134.72 - $159.03 $63.9K - $75.4K
3.58K $521K
RTX
Raytheon Technologies Corp

Industrials
264
+ 11.68%
$114.1 - $135.66 $30.1K - $35.8K
2.52K $334K
Activity Summary
Buys All Purchases 71 New Holdings 14 Increased Positions 57 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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