Institutional Fund
Symmetry Partners, LLC
Glastonbury, CTCIK 16974935 filings on record
Portfolio Value
$1.75B
Q1 2026
Holdings
209
Reported positions
New Buys
22
Opened this quarter
QoQ Change
+3.6%
from $1.69B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust14.9%
- Dimensional ETF Trust7.8%
- Ishares Tr6.0%
- Ishares Tr5.9%
- Dimensional ETF Trust5.7%
- American Centy ETF Tr4.3%
- Other55.4%
Portfolio Holdings
209 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 6.69M | $260.17M | 14.9% | +194.5K | Added |
| 2 | Dimensional ETF Trust | 2.54M | $137.24M | 7.8% | +70.3K | Added |
| 3 | Ishares Tr | 435.7K | $104.56M | 6.0% | +19.1K | Added |
| 4 | Ishares Tr | 2.25M | $103.87M | 5.9% | +14.0K | Added |
| 5 | Dimensional ETF Trust | 2.83M | $100.53M | 5.7% | +106.7K | Added |
| 6 | American Centy ETF Tr | 677.5K | $74.85M | 4.3% | +14.7K | Added |
| 7 | Vanguard Charlotte Fds | 1.49M | $71.39M | 4.1% | +122.4K | Added |
| 8 | Dimensional ETF Trust | 1.32M | $63.14M | 3.6% | −9.4K | Reduced |
| 9 | Vanguard Bd Index Fds | 832.3K | $61.29M | 3.5% | +96.1K | Added |
| 10 | Symmetry Panoramic Tr | 2.10M | $52.36M | 3.0% | +45.5K | Added |
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