Symmetry Partners, LLC Incresed Positions in Q2 2025

Symmetry Partners, LLC

  • $811 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
243K
+ 6.65%
$29.12 - $35.84 $7.09M - $8.72M
3.9M $140M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
15.8K
+ 7.69%
$180.84 - $240.32 $2.85M - $3.79M
221K $53.1M
BND
Vanguard Bd Index Fd Inc Total

ETFs
122K
+ 24.36%
$72.02 - $73.82 $8.82M - $9.04M
625K $46M
DFIC
Dimensional ETF Tr Dimensional

ETFs
181K
+ 17.73%
$24.94 - $31.15 $4.51M - $5.64M
1.2M $37.4M
BNDX
Vanguard Total International B

ETFs
138K
+ 12.72%
$48.77 - $49.55 $6.73M - $6.83M
1.22M $60.5M
AVUV
American Centy ETF Tr Avantis

ETFs
40.4K
+ 33.45%
$75.17 - $91.21 $3.04M - $3.69M
161K $14.7M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
46.5K
+ 13.56%
$36.01 - $45.69 $1.67M - $2.12M
389K $17.8M
AVLV
American Centy ETF Tr Avantis
51.4K
+ 30.5%
$56.85 - $68.21 $2.92M - $3.51M
220K $15M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
93.3K
+ 27.62%
$23.4 - $29.68 $2.18M - $2.77M
431K $12.8M
QUAL
Ishares Msci Usa Quality Facto

ETFs
12.8K
+ 10.39%
$152.42 - $182.82 $1.95M - $2.34M
136K $24.9M
XLF
Financial Sector Spdr

ETFs
51.5K
+ 100.25%
$43.92 - $52.37 $2.26M - $2.7M
103K $5.39M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
24.2K
+ 10.14%
$85.42 - $94.39 $2.07M - $2.29M
263K $24.7M
JNK
Spdr Bloomberg High Yield Bond

ETFs
18.6K
+ 19.21%
$91.23 - $97.27 $1.7M - $1.81M
116K $11.3M
AVES
American Centy ETF Tr Avantis

ETFs
20.7K
+ 16.5%
$42.02 - $53.63 $868K - $1.11M
146K $7.81M
AVDV
American Centy ETF Tr Avantis

ETFs
16K
+ 23.92%
$61.76 - $79.32 $985K - $1.27M
82.7K $6.55M
AVIV
American Centy ETF Tr Avantis
19.4K
+ 23.72%
$50.27 - $62.84 $976K - $1.22M
101K $6.3M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
7.75K
+ 7.07%
$73.0 - $85.5 $566K - $663K
118K $9.88M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
14.3K
+ 4.71%
$77.74 - $78.78 $1.11M - $1.13M
318K $25M
EEMV
Ishares Msci Emerging Markets

ETFs
10.5K
+ 10.76%
$54.12 - $62.8 $568K - $659K
108K $6.79M
NVDA
Nvidia Corp

Technology
942
+ 6.07%
$94.31 - $157.99 $88.8K - $149K
16.5K $2.6M
XLC
Select Sector Spdr Tr Communic

ETFs
2.4K
+ 4.81%
$86.13 - $108.53 $206K - $260K
52.2K $5.66M
META
Meta Platforms, Inc.

Communication Services
648
+ 28.08%
$484.66 - $738.09 $314K - $478K
2.96K $2.18M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
16.9K
+ 11.65%
$47.02 - $47.83 $796K - $810K
162K $7.76M
XLK
Technology Sector Spdr

ETFs
2.07K
+ 34.91%
$179.73 - $253.23 $372K - $524K
7.99K $2.02M
AMZN
Amazon Com Inc

Consumer Cyclical
2.11K
+ 18.65%
$167.32 - $223.3 $353K - $470K
13.4K $2.94M
VNQ
Vanguard Specialized Funds Van

ETFs
8.81K
+ 53.74%
$79.79 - $91.42 $703K - $805K
25.2K $2.24M
AVGO
Broadcom Inc.

Technology
1.28K
+ 86.03%
$146.29 - $275.65 $187K - $353K
2.77K $763K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
5.82K
+ 6.14%
$82.21 - $83.12 $479K - $484K
101K $8.34M
SUB
Ishares Short Term National Mu

ETFs
4.06K
+ 12.16%
$104.77 - $106.34 $425K - $432K
37.4K $3.98M
GE
General Electric CO

Industrials
1.43K
+ 137.81%
$166.81 - $257.39 $238K - $367K
2.46K $632K
MUB
Ishares National Muni Bond ETF

ETFs
5.4K
+ 3.45%
$102.31 - $105.8 $552K - $571K
162K $16.9M
HD
Home Depot, Inc.

Consumer Cyclical
1.02K
+ 166.23%
$335.24 - $380.78 $343K - $390K
1.64K $601K
SPY
Spdr S&P 500 ETF Trust

ETFs
477
+ 35.54%
$496.48 - $617.85 $237K - $295K
1.82K $1.12M
GOOG
Alphabet Inc.

Communication Services
752
+ 7.18%
$146.58 - $180.01 $110K - $135K
11.2K $1.99M
PM
Philip Morris International Inc.

Consumer Defensive
1.39K
+ 48.66%
$149.23 - $184.95 $208K - $258K
4.26K $775K
DXCM
Dexcom Inc

Healthcare
453
+ 3.07%
$59.83 - $87.57 $27.1K - $39.7K
15.2K $1.33M
T
At&T Inc.

Communication Services
8.96K
+ 45.75%
$26.33 - $28.94 $236K - $259K
28.5K $826K
GOOGL
Alphabet Inc.

Communication Services
769
+ 15.51%
$144.7 - $178.6 $111K - $137K
5.73K $1.01M
JPM
Jpmorgan Chase & CO

Financial Services
544
+ 28.92%
$210.28 - $289.91 $114K - $158K
2.43K $703K
WMT
Walmart Inc.

Consumer Defensive
408
+ 2.08%
$81.79 - $99.98 $33.4K - $40.8K
20K $1.96M
TSLA
Tesla, Inc.

Consumer Cyclical
534
+ 51.59%
$221.86 - $362.89 $118K - $194K
1.57K $498K
PEP
Pepsico Inc

Consumer Defensive
1.74K
+ 103.5%
$128.02 - $151.37 $223K - $264K
3.43K $452K
CION
Cion Investment Corp

Financial Services
21.8K
+ 117.55%
$8.68 - $10.48 $189K - $229K
40.4K $386K
QQQ
Invesco Qqq Trust, Series 1

ETFs
87
+ 6.02%
$416.06 - $551.64 $36.2K - $48K
1.53K $845K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2.24K
+ 31.52%
$68.13 - $74.77 $153K - $168K
9.35K $681K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
112
+ 0.48%
$45.98 - $56.15 $5.15K - $6.29K
23.2K $1.3M
XLU
Utilities Sector Spdr

ETFs
672
+ 2.14%
$73.09 - $82.77 $49.1K - $55.6K
32K $2.62M
V
Visa Inc.

Financial Services
387
+ 65.82%
$308.27 - $373.31 $119K - $144K
975 $346K
UPST
Upstart Holdings, Inc.

Financial Services
409
+ 7.2%
$34.8 - $64.85 $14.2K - $26.5K
6.09K $393K
Activity Summary
Buys All Purchases 92 New Holdings 24 Increased Positions 68 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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