Symmetry Partners, LLC
Annual return '25
+16.5%
SPY '25
+17.7%
Alpha
-1.2ptsvs SPY
Invested
$1.8B
Holdings
208
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DFAC
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
14.9%
02
$DFGP
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
7.8%
03
$MTUM
ISHARES TR
Held since at least Q1 2024
6.0%
04
$IUSB
ISHARES TR
Held since at least Q1 2024
5.9%
05
$DFIC
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
5.7%
06
$AVUV
AMERICAN CENTY ETF TR
Held since at least Q1 2024
4.3%
07
$BNDX
VANGUARD CHARLOTTE FDS
Held since at least Q1 2024
4.1%
08
$DFNM
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
3.6%
09
$BND
VANGUARD BD INDEX FDS
Held since at least Q1 2024
3.5%
10
$SMOM
SYMMETRY PANORAMIC TR
Held since at least Q1 2024
3.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:15 UTC.