Symmetry Partners, LLC Top Holdings and 13F Report (2026) About Symmetry Partners, LLCInvestment ActivitySymmetry Partners, LLC has $1.75 billion in total holdings as of March 31, 2026.Symmetry Partners, LLC owns shares of 209 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 4.69% of the portfolio was purchased this quarter.About 1.06% of the portfolio was sold this quarter.This quarter, Symmetry Partners, LLC has purchased 205 new stocks and bought additional shares in 116 stocks.Symmetry Partners, LLC sold shares of 54 stocks and completely divested from 18 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $260,166,012DIMENSIONAL ETF TRUST $137,240,042iShares MSCI USA Momentum Factor ETF $104,562,049iShares Core Total USD Bond Market ETF $103,873,920Dimensional International Core Equity 2 ETF $100,532,093 Largest New Holdings this Quarter 81369Y209 - Health Care Select Sector SPDR Fund $1,844,432 Holding81369Y506 - Energy Select Sector SPDR Fund $530,803 Holding126408103 - CSX $418,745 Holding874039100 - Taiwan Semiconductor Manufacturing $300,776 Holding922908751 - Vanguard Small-Cap ETF $289,160 Holding Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 194,476 shares (about $7.56M)Vanguard Total Bond Market ETF 96,141 shares (about $7.08M)VANGUARD INSTL INDEX FD 81,339 shares (about $6.15M)Vanguard Total International Bond ETF 122,401 shares (about $5.88M)ExxonMobil 34,266 shares (about $5.81M) Largest Sales this Quarter Dimensional US Marketwide Value ETF 39,796 shares (about $1.93M)Vanguard Total Stock Market ETF 4,284 shares (about $1.37M)Vanguard Value ETF 3,831 shares (about $751.64K)Vanguard Small-Cap Value ETF 3,213 shares (about $698.02K)Communication Services Select Sector SPDR Fund 6,032 shares (about $668.68K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSymmetry Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$260,166,012$7,557,337 â–²3.0%6,694,95714.9%ETFDIMENSIONAL ETF TRUST$137,240,042$3,794,579 â–²2.8%2,541,9537.8%GLOBAL CORE PLUSMTUMiShares MSCI USA Momentum Factor ETF$104,562,049$4,590,293 â–²4.6%435,6936.0%ETFIUSBiShares Core Total USD Bond Market ETF$103,873,920$645,182 â–²0.6%2,248,8405.9%ManufacturingDFICDimensional International Core Equity 2 ETF$100,532,093$3,790,340 â–²3.9%2,829,4995.7%ETFAVUVAvantis U.S. Small Cap Value ETF$74,847,197$1,628,328 â–²2.2%677,5344.3%ETFBNDXVanguard Total International Bond ETF$71,386,348$5,881,368 â–²9.0%1,485,6684.1%ETFDFNMDimensional National Municipal Bond ETF$63,140,058$452,411 â–¼-0.7%1,317,3393.6%ETFBNDVanguard Total Bond Market ETF$61,293,911$7,079,818 â–²13.1%832,3463.5%ETFSYMMETRY PANORAMIC TR$52,361,996$1,134,511 â–²2.2%2,099,9063.0%SECTOR MOMENTUMDFEMDimensional Emerging Markets Core Equity 2 ETF$50,874,106$1,445,261 â–²2.9%1,472,4782.9%ETFBSVVanguard Short-Term Bond ETF$48,646,353$117,301 â–¼-0.2%620,4102.8%ETFDUHPDimensional US High Profitability ETF$47,424,444$2,504,532 â–²5.6%1,290,1102.7%ETFIMTMiShares MSCI Intl Momentum Factor ETF$44,093,587$1,645,887 â–²3.9%918,2332.5%ETFAVDVAvantis International Small Cap Value ETF$33,737,099$342,320 â–²1.0%337,8441.9%ETFQUALiShares MSCI USA Quality Factor ETF$31,688,824$1,927,888 â–²6.5%165,2091.8%ETFUSMViShares MSCI USA Min Vol Factor ETF$30,875,445$2,341,320 â–²8.2%332,9241.8%ETFAVLVAvantis U.S. Large Cap Value ETF$26,780,724$2,249,663 â–²9.2%332,2261.5%ETFDFUVDimensional US Marketwide Value ETF$26,471,229$1,928,514 â–¼-6.8%546,2491.5%ETFAAPLApple$26,190,246$280,690 â–¼-1.1%103,1971.5%Computer and TechnologyAVESAvantis Emerging Markets Value ETF$23,371,785$695,049 â–²3.1%389,6591.3%ETFVANGUARD INSTL INDEX FD$20,659,561$6,153,295 â–²42.4%273,0941.2%0-3 MO TREAS BILDFAXDimensional World ex U.S. Core Equity 2 ETF$19,908,416$658,984 â–¼-3.2%586,0591.1%ETFMUBiShares National Muni Bond ETF$17,825,342$59,762 â–¼-0.3%167,9261.0%ETFEFAViShares MSCI EAFE Min Vol Factor ETF$12,839,514$655,581 â–²5.4%140,5220.7%ETFJNKSPDR Bloomberg High Yield Bond ETF$12,716,703$600,069 â–²5.0%132,8530.7%FinanceVTIVanguard Total Stock Market ETF$12,094,788$1,374,342 â–¼-10.2%37,7010.7%ETFAVIVAvantis International Large Cap Value ETF$10,648,080$866,157 â–²8.9%142,2970.6%ETFXOMExxonMobil$9,560,470$5,813,545 â–²155.2%56,3510.5%EnergySHYiShares 1-3 Year Treasury Bond ETF$9,084,325$228,140 â–²2.6%110,0200.5%ManufacturingSHMSPDR Nuveen ICE Short Term Municipal Bond ETF$8,990,367$551,336 â–²6.5%187,9650.5%FinanceEEMViShares MSCI Emerging Markets Min Vol Factor ETF$8,738,661$597,137 â–²7.3%135,0010.5%ETFVBRVanguard Small-Cap Value ETF$8,225,274$698,022 â–¼-7.8%37,8610.5%ETFAVUSAvantis U.S. Equity ETF$6,741,288$237,814 â–¼-3.4%60,6340.4%ETFVTVVanguard Value ETF$6,634,695$751,642 â–¼-10.2%33,8160.4%ETFMSFTMicrosoft$6,368,645$355,747 â–²5.9%17,2040.4%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$5,906,177$492,326 â–¼-7.7%92,1690.3%ETFDFUSDimensional U.S. Equity ETF$5,777,595$430,636 â–¼-6.9%81,4780.3%ETFXLKTechnology Select Sector SPDR Fund$5,680,132$64,191 â–²1.1%42,7400.3%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$5,540,388$1,021,275 â–²22.6%110,9190.3%ManufacturingEFViShares MSCI EAFE Value ETF$5,241,136$453,236 â–¼-8.0%70,4930.3%ETFSUBiShares Short-Term National Muni Bond ETF$4,983,877$350,065 â–²7.6%46,7970.3%ETFAVDEAvantis International Equity ETF$4,427,375$58,370 â–¼-1.3%52,1850.3%ETFNVDANVIDIA$4,030,628$203,180 â–²5.3%23,1110.2%Computer and TechnologyVSSVanguard FTSE All-World ex-US Small-Cap ETF$3,977,709$352,518 â–¼-8.1%27,2840.2%ETFDFIVDimensional International Value ETF$3,915,839$99,490 â–¼-2.5%74,1920.2%ETFVWOVanguard FTSE Emerging Markets ETF$3,903,381$391,646 â–¼-9.1%72,2180.2%ETFWALMART INC$3,839,698$80,035 â–²2.1%30,8960.2%COMAMZNAmazon.com$3,592,855$318,444 â–²9.7%17,2510.2%Retail/WholesaleDFATDimensional U.S. Targeted Value ETF$3,451,454$181,169 â–¼-5.0%55,2670.2%ETFGOOGAlphabet$3,061,201$28,974 â–²1.0%10,6710.2%Computer and TechnologyVNQVanguard Real Estate ETF$2,799,616$276,387 â–²11.0%31,5630.2%ETFVTVanguard Total World Stock ETF$2,783,242$55,742 â–¼-2.0%20,1220.2%ETFGOOGLAlphabet$2,634,740$359,466 â–²15.8%9,1620.2%Computer and TechnologyJNJJohnson & Johnson$2,385,356$267,919 â–²12.7%9,7580.1%MedicalXLCCommunication Services Select Sector SPDR Fund$2,376,417$668,683 â–¼-22.0%21,4370.1%ETFMETAMeta Platforms$2,184,716$216,241 â–²11.0%3,8190.1%Computer and TechnologyAVEMAvantis Emerging Markets Equity ETF$2,175,015$179,774 â–¼-7.6%26,9920.1%ETFPGProcter & Gamble$2,173,366$188,926 â–²9.5%15,0470.1%Consumer StaplesLLYEli Lilly and Company$2,110,145$12,878 â–¼-0.6%2,2940.1%MedicalAVGOBroadcom$1,988,335$476,037 â–²31.5%6,4240.1%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$1,844,432$1,844,432 â–²New Holding12,5810.1%ETFMRKMerck & Co., Inc.$1,563,011$22,253 â–²1.4%12,9940.1%MedicalBRK.BBerkshire Hathaway$1,519,207$233,872 â–²18.2%3,1700.1%FinanceXLUUtilities Select Sector SPDR Fund$1,324,571$819,046 â–²162.0%28,8640.1%ETFPMPhilip Morris International$1,291,146$5,456 â–²0.4%7,8090.1%Consumer StaplesESGUiShares ESG Aware MSCI USA ETF$1,288,195$11,314 â–¼-0.9%9,1090.1%ManufacturingXLIIndustrial Select Sector SPDR Fund$1,257,811$771,798 â–²158.8%7,7770.1%ETFIWDiShares Russell 1000 Value ETF$1,039,077$8,547 â–¼-0.8%4,8630.1%ETFMAMastercard$999,643$765,843 â–²327.6%2,0010.1%Business ServicesJPMJPMorgan Chase & Co.$998,417$149,145 â–²17.6%3,3940.1%FinanceEAGGiShares ESG Aware U.S. Aggregate Bond ETF$997,599$7,751 â–²0.8%20,9800.1%ETFMAAMid-America Apartment Communities$988,684$1,465 â–¼-0.1%8,0960.1%FinanceDXCMDexCom$988,284$10,864 â–²1.1%15,7370.1%MedicalABBVAbbVie$966,173$240,564 â–²33.2%4,4420.1%MedicalBSVOEA Bridgeway Omni Small-Cap Value ETF$950,436$32,448 â–¼-3.3%37,4630.1%ETFTAT&T$945,059$115,788 â–¼-10.9%32,5990.1%Computer and TechnologyGEGE Aerospace$930,487$3,973 â–¼-0.4%3,2790.1%AerospaceLOWLowe's Companies$929,367$6,380 â–²0.7%3,9330.1%Retail/WholesaleACMAECOM$912,239$1,527 â–²0.2%10,7550.1%ConstructionCICigna Group$900,766$30,941 â–¼-3.3%3,3770.1%MedicalVUGVanguard Growth ETF$874,890$253,338 â–¼-22.5%2,0030.0%ETFSPYSPDR S&P 500 ETF Trust$872,7560.0%1,3420.0%FinanceCVXChevron$853,415$168,407 â–²24.6%4,1250.0%EnergyMOAltria Group$851,723$8,447 â–²1.0%12,9070.0%Consumer StaplesCOSTCostco Wholesale$841,384$47,851 â–²6.0%8440.0%Retail/WholesaleTSLATesla$833,481$21,934 â–²2.7%2,2420.0%Auto/Tires/TrucksSPLVInvesco S&P 500 Low Volatility ETF$822,911$48,712 â–²6.3%11,2510.0%ETFGE VERNOVA INC$752,809$269,858 â–²55.9%8620.0%COMRTXRTX$712,795$268,721 â–²60.5%3,6950.0%AerospaceESGVVanguard ESG U.S. Stock ETF$704,719$6,961 â–¼-1.0%6,2770.0%ETFESGDiShares ESG Aware MSCI EAFE ETF$701,851$14,343 â–¼-2.0%7,3400.0%ManufacturingPEPPepsiCo$666,034$2,485 â–¼-0.4%4,2890.0%Consumer StaplesPLAINS ALL AMERN PIPELINE L$627,5850.0%28,1050.0%UNIT LTD PARTNREETiShares Global REIT ETF$603,8770.0%24,0110.0%ETFMCDMcDonald's$573,100$25,174 â–²4.6%1,8440.0%Retail/WholesalePODDInsulet$572,444$32,106 â–¼-5.3%2,7280.0%MedicalUSHYiShares Broad USD High Yield Corporate Bond ETF$559,121$30,135 â–²5.7%15,1770.0%ETFVTEBVanguard Tax-Exempt Bond ETF$536,567$60,068 â–²12.6%10,7550.0%ETFVZVerizon Communications$534,965$233,674 â–²77.6%10,6570.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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