Symmetry Partners, LLC Incresed Positions 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
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
AVUV
American Centy ETF Tr Avantis

ETFs
28K
+ 30.13%
$84.95 - $100.62 $2.38M - $2.82M
121K $10.5M
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
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
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
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
JNJ
Johnson & Johnson

Healthcare
757
+ 15.23%
$142.06 - $167.7 $108K - $127K
5.73K $949K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
5.84K
+ 2.93%
$196.12 - $229.48 $1.15M - $1.34M
205K $41.5M
XLC
Select Sector Spdr Tr Communic

ETFs
2.34K
+ 4.93%
$94.84 - $105.31 $222K - $246K
49.8K $4.8M
GLD
Spdr Gold Trust

ETFs
464
+ 36.54%
$243.19 - $288.14 $113K - $134K
1.73K $499K
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
WMT
Walmart Inc.

Consumer Defensive
1.27K
+ 6.94%
$84.5 - $105.05 $107K - $134K
19.6K $1.72M
MCD
Mcdonalds Corp

Consumer Cyclical
83
+ 5.06%
$279.74 - $321.29 $23.2K - $26.7K
1.72K $537K
MO
Altria Group, Inc.

Consumer Defensive
21
+ 0.32%
$50.81 - $60.02 $1.07K - $1.26K
6.61K $396K
META
Meta Platforms, Inc.

Communication Services
134
+ 6.16%
$576.36 - $736.67 $77.2K - $98.7K
2.31K $1.33M
COST
Costco Wholesale Corp

Consumer Defensive
12
+ 1.1%
$890.62 - $1076.86 $10.7K - $12.9K
1.1K $1.04M
VZ
Verizon Communications Inc

Communication Services
1
+ 0.02%
$37.81 - $46.49 $37.8 - $46.5
5.22K $236K
PEP
Pepsico Inc

Consumer Defensive
4
+ 0.24%
$142.64 - $156.42 $571 - $626
1.68K $252K
MRK
Merck & Co., Inc.

Healthcare
172
+ 7.15%
$83.01 - $101.02 $14.3K - $17.4K
2.58K $231K
TSLA
Tesla, Inc.

Consumer Cyclical
350
+ 51.09%
$222.15 - $428.22 $77.8K - $150K
1.04K $268K
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.33%
$347.25 - $424.87 $695 - $850
616 $225K
INQQ
Exchange Traded Concepts Tr In

ETFs
31
+ 0.31%
$13.32 - $16.5 $413 - $512
10.2K $145K
GABC
German American Bancorp, Inc.

Financial Services
46
+ 0.47%
$37.21 - $41.71 $1.71K - $1.92K
9.74K $365K
USB
Us Bancorp \De\

Financial Services
24
+ 0.48%
$40.92 - $50.9 $982 - $1.22K
5.03K $212K
UPST
Upstart Holdings, Inc.

Financial Services
577
+ 11.31%
$46.03 - $88.77 $26.6K - $51.2K
5.68K $261K
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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