Symmetry Partners, LLC Portfolio Holdings

Symmetry Partners, LLC

  • $718 Million
  • Q1 2025

Symmetry Partners, LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $718 Million distributed in 194 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $121M, Vanguard Total International B with a value of $52.9M, Ishares Msci Usa Momentum Fact with a value of $41.5M, Vanguard Bd Index Fd Inc Total with a value of $36.9M, and Dimensional ETF Tr Dimensional with a value of $28.4M.

Examining the 13F form we can see an increase of $16.4M in the current position value, from $701M to 718M.

Below you can find more details about Symmetry Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $718 Million
ETFs: $617 Million
Technology: $33.8 Million
Healthcare: $8.21 Million
Consumer Cyclical: $5.58 Million
Consumer Defensive: $5.04 Million
Communication Services: $4.52 Million
Energy: $4.05 Million
Financial Services: $2.53 Million
Other: $1.69 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 194
  • Current Value $718 Million
  • Prior Value $701 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 14 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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