Symmetry Partners, LLC

GLASTONBURY, CT · CIK 1697493 · 13F filing filed 2026-07-23

SEC-registered investment adviser since 2002 · limited liability company

Assets managed$4.7bn
Staff52 · 5 in investment roles
Main clients (by assets)Mutual funds and ETFs 36%, Individuals 29%, High net worth individuals 23%
Websitesymmetrypartners.com
Form ADV · 2026-09-29SEC adviser record

Legal entitySymmetry Partners, LLC (US)

Kindmutual funds
Others nearbyGlastonbury, CT, Lindon, UT, Birmingham, AL

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Glastonbury, CT (main office)United States	United States
Lindon, UTUnited States	United States	4
Hoover, ALUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$2.0bn reported value +12.1% vs Q1 2026

295positions

58.3%in top 10

104 new 115 added 63 reduced 18 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	6,707,000	$297.5m15.17%	15.17%	Added +12.0k	+12,043 0.2%
2	ISHARES TR MSCI USA MMENTM MTUM	MTUM	426,885	$146.3m7.46%	7.46%	Reduced -8.8k	-8,808 -2.0%
3	DIMENSIONAL ETF TRUST GLOBAL CORE PLUS DFGP	DFGP	2,499,991	$136.1m6.94%	6.94%	Reduced -42.0k	-41,962 -1.6%
4	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	2,983,850	$111.2m5.67%	5.67%	Added +154.4k	+154,351 5.5%
5	ISHARES TR CORE TOTAL USD IUSB	IUSB	2,223,177	$102.6m5.23%	5.23%	Reduced -25.7k	-25,663 -1.1%
6	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	667,861	$83.3m4.25%	4.25%	Reduced -9.7k	-9,673 -1.4%
7	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	1,593,322	$77.2m3.93%	3.93%	Added +107.7k	+107,654 7.2%
8	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	893,966	$65.6m3.35%	3.35%	Added +61.6k	+61,620 7.4%
9	DIMENSIONAL ETF TRUST NATL MUN BD ETF DFNM	DFNM	1,285,613	$62.1m3.17%	3.17%	Reduced -31.7k	-31,726 -2.4%
10	DIMENSIONAL ETF TRUST EMERGING MKTS CO DFEM	DFEM	1,487,895	$60.5m3.08%	3.08%	Added +15.4k	+15,417 1.1%
11	SYMMETRY PANORAMIC TR SECTOR MOMENTUM SMOM	SMOM	2,077,026	$57.8m2.95%	2.95%	Reduced -22.9k	-22,880 -1.1%
12	DIMENSIONAL ETF TRUST US HIGH PROFITAB US HIGH PROFITAB		1,263,811	$52.7m2.69%	2.69%	Reduced -26.3k	-26,299 -2.0%
13	ISHARES TR MSCI INTL MOMENT IMTM	IMTM	948,588	$50.6m2.58%	2.58%	Added +30.4k	+30,355 3.3%
14	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	635,551	$49.5m2.52%	2.52%	Added +15.1k	+15,141 2.4%
15	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	172,738	$37.9m1.93%	1.93%	Added +7.5k	+7,529 4.6%
16	AMERICAN CENTY ETF TR INTL SMCP VLU AVDV	AVDV	340,588	$35.1m1.79%	1.79%	Added +2.7k	+2,744 0.8%
17	ISHARES TR MSCI USA MIN VOL USMV	USMV	357,531	$34.5m1.76%	1.76%	Added +24.6k	+24,607 7.4%
18	AMERICAN CENTY ETF TR US LARGE CAP VLU AVLV	AVLV	344,510	$31.4m1.60%	1.60%	Added +12.3k	+12,284 3.7%
19	APPLE INC COM AAPL	AAPL	105,541	$30.5m1.56%	1.56%	Added +2.3k	+2,344 2.3%
20	DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV	DFUV	517,258	$28.5m1.45%	1.45%	Reduced -29.0k	-28,991 -5.3%
21	AMERICAN CENTY ETF TR EMERGING MKT VAL AVES	AVES	397,745	$26.1m1.33%	1.33%	Added +8.1k	+8,086 2.1%
22	DIMENSIONAL ETF TRUST WORLD EX US CORE DFAX	DFAX	561,258	$20.7m1.05%	1.05%	Reduced -24.8k	-24,801 -4.2%
23	ISHARES TR NATIONAL MUN ETF MUB	MUB	179,029	$19.3m0.98%	0.98%	Added +11.1k	+11,103 6.6%
24	NVIDIA CORPORATION COM NVDA	NVDA	72,985	$14.6m0.74%	0.74%	Added +49.9k	+49,874 215.8%
25	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	37,690	$13.9m0.71%	0.71%	Reduced -11	-11 -0.0%
26	ISHARES TR MSCI EAFE MIN VL EFAV	EFAV	156,401	$13.7m0.70%	0.70%	Added +15.9k	+15,879 11.3%
27	SPDR SER TR BLOOMBERG HIGH Y JNK	JNK	141,573	$13.6m0.70%	0.70%	Added +8.7k	+8,720 6.6%
28	AMERICAN CENTY ETF TR INTERNATIONAL LR AVIV	AVIV	156,991	$12.2m0.62%	0.62%	Added +14.7k	+14,694 10.3%
29	ISHARES INC MSCI EMERG MRKT EEMV	EEMV	144,691	$10.9m0.56%	0.56%	Added +9.7k	+9,690 7.2%
30	ISHARES TR 1 3 YR TREAS BD SHY	SHY	119,092	$9.8m0.50%	0.50%	Added +9.1k	+9,072 8.2%
31	SPDR SER TR NUVEEN BLMBRG SH SHM	SHM	199,906	$9.6m0.49%	0.49%	Added +11.9k	+11,941 6.3%
32	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	37,125	$9.0m0.46%	0.46%	Reduced -736	-736 -1.9%
33	AMERICAN CENTY ETF TR US EQT ETF AVUS	AVUS	60,603	$7.8m0.40%	0.40%	Reduced -31	-31 -0.1%
34	EXXON MOBIL CORP COM XOM	XOM	56,642	$7.7m0.39%	0.39%	Added +291	+291 0.5%
35	VANGUARD INDEX FDS VALUE ETF VTV	VTV	33,319	$7.3m0.37%	0.37%	Reduced -497	-497 -1.5%
36	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	82,599	$6.8m0.35%	0.35%	Added +1.1k	+1,121 1.4%
37	MICROSOFT CORP COM MSFT	MSFT	17,734	$6.6m0.34%	0.34%	Added +530	+530 3.1%
38	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	89,604	$6.4m0.33%	0.33%	Reduced -2.6k	-2,565 -2.8%
39	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	117,243	$5.9m0.30%	0.30%	Added +6.3k	+6,324 5.7%
40	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	28,241	$5.4m0.27%	0.27%	Reduced -14.5k	-14,499 -33.9%
41	ISHARES TR EAFE VALUE ETF EFV	EFV	69,468	$5.3m0.27%	0.27%	Reduced -1.0k	-1,025 -1.4%
42	ISHARES TR SHRT NAT MUN ETF SUB	SUB	49,934	$5.3m0.27%	0.27%	Added +3.1k	+3,137 6.7%
43	AMAZON COM INC COM AMZN	AMZN	19,788	$4.7m0.24%	0.24%	Added +2.5k	+2,537 14.7%
44	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	50,836	$4.5m0.23%	0.23%	Reduced -1.3k	-1,349 -2.6%
45	ALPHABET INC CAP STK CL C GOOG	GOOG	12,255	$4.3m0.22%	0.22%	Added +1.6k	+1,584 14.8%
46	VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF VSS	VSS	27,479	$4.2m0.22%	0.22%	Added +195	+195 0.7%
47	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	70,283	$4.2m0.21%	0.21%	Reduced -1.9k	-1,935 -2.7%
48	ELI LILLY & CO COM LLY	LLY	3,325	$4.0m0.20%	0.20%	Added +1.0k	+1,031 44.9%
49	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	72,255	$3.9m0.20%	0.20%	Reduced -1.9k	-1,937 -2.6%
50	ALPHABET INC CAP STK CL A GOOGL	GOOGL	10,832	$3.9m0.20%	0.20%	Added +1.7k	+1,670 18.2%
51	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	53,496	$3.7m0.19%	0.19%	Reduced -1.8k	-1,771 -3.2%
52	WALMART INC COM WMT	WMT	30,706	$3.5m0.18%	0.18%	Reduced -190	-190 -0.6%
53	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	33,558	$3.2m0.16%	0.16%	Added +2.0k	+1,995 6.3%
54	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	19,871	$3.1m0.16%	0.16%	Reduced -251	-251 -1.2%
55	SELECT SECTOR SPDR TR ENERGY XLE	XLE	53,921	$2.9m0.15%	0.15%	Added +45.3k	+45,256 522.3%
56	SELECT SECTOR SPDR TR INDL XLI	XLI	15,141	$2.8m0.14%	0.14%	Added +7.4k	+7,364 94.7%
57	BROADCOM INC COM AVGO	AVGO	7,192	$2.7m0.14%	0.14%	Added +768	+768 12.0%
58	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	27,472	$2.7m0.14%	0.14%	Added +480	+480 1.8%
59	SELECT SECTOR SPDR TR SBI MATERIALS XLB	XLB	49,408	$2.5m0.13%	0.13%	New
60	PROCTER AND GAMBLE CO COM PG	PG	16,404	$2.4m0.12%	0.12%	Added +1.4k	+1,357 9.0%
61	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	4,926	$2.4m0.12%	0.12%	Added +4.0k	+4,036 453.5%
62	JOHNSON & JOHNSON COM JNJ	JNJ	8,497	$2.2m0.11%	0.11%	Reduced -1.3k	-1,261 -12.9%
63	MICRON TECHNOLOGY INC COM MU	MU	1,828	$2.1m0.11%	0.11%	Added +409	+409 28.8%
64	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	3,758	$1.9m0.10%	0.10%	Added +588	+588 18.6%
65	MERCK & CO INC COM MRK	MRK	14,297	$1.8m0.09%	0.09%	Added +1.3k	+1,303 10.0%
66	META PLATFORMS INC CL A META	META	3,251	$1.8m0.09%	0.09%	Reduced -568	-568 -14.9%
67	ISHARES TR ESG AWR MSCI USA ESGU	ESGU	9,477	$1.6m0.08%	0.08%	Added +368	+368 4.0%
68	JPMORGAN CHASE & CO COM JPM	JPM	4,650	$1.5m0.08%	0.08%	Added +1.3k	+1,256 37.0%
69	PHILIP MORRIS INTL INC COM PM	PM	8,111	$1.5m0.07%	0.07%	Added +302	+302 3.9%
70	VANGUARD INSTL INDEX FD 0-3 MO TREAS BIL VBIL	VBIL	18,496	$1.4m0.07%	0.07%	Reduced -254.6k	-254,598 -93.2%
71	GE AEROSPACE COM NEW GE	GE	3,702	$1.4m0.07%	0.07%	Added +423	+423 12.9%
72	CATERPILLAR INC COM CAT	CAT	1,199	$1.3m0.07%	0.07%	Added +604	+604 101.5%
73	SELECT SECTOR SPDR TR SBI CONS STPLS XLP	XLP	14,975	$1.2m0.06%	0.06%	New
74	INTEL CORP COM INTC	INTC	8,738	$1.2m0.06%	0.06%	Added +1.9k	+1,886 27.5%
75	ABBVIE INC COM ABBV	ABBV	4,845	$1.2m0.06%	0.06%	Added +403	+403 9.1%
76	MASTERCARD INCORPORATED CL A MA	MA	2,284	$1.2m0.06%	0.06%	Added +283	+283 14.1%
77	ISHARES TR RUS 1000 VAL ETF IWD	IWD	4,802	$1.2m0.06%	0.06%	Reduced -61	-61 -1.2%
78	MID-AMER APT CMNTYS INC COM MAA	MAA	8,238	$1.1m0.06%	0.06%	Added +142	+142 1.8%
79	GE VERNOVA INC COM GEV	GEV	937	$1.1m0.06%	0.06%	Added +75	+75 8.7%
80	TESLA INC COM TSLA	TSLA	2,550	$1.1m0.05%	0.05%	Added +308	+308 13.7%
81	ISHARES TR ESG AWR US AGRGT EAGG	EAGG	22,503	$1.1m0.05%	0.05%	Added +1.5k	+1,523 7.3%
82	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	12,144	$1.0m0.05%	0.05%	Added +126	+126 1.1%
83	ALTRIA GROUP INC COM MO	MO	14,235	$1.0m0.05%	0.05%	Added +1.3k	+1,328 10.3%
84	ADVANCED MICRO DEVICES INC COM AMD	AMD	1,726	$1.0m0.05%	0.05%	New
85	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,342	$1.0m0.05%	0.05%	Unchanged
86	EA SERIES TRUST EA BRIDGEWAY OMN BSVO	BSVO	34,011	$992.8k0.05%	0.05%	Reduced -3.5k	-3,452 -9.2%
87	CVS HEALTH CORP COM CVS	CVS	9,463	$978.9k0.05%	0.05%	Added +3.7k	+3,656 63.0%
88	CISCO SYS INC COM CSCO	CSCO	8,235	$967.3k0.05%	0.05%	Added +2.5k	+2,536 44.5%
89	THE CIGNA GROUP COM CI	CI	3,391	$934.7k0.05%	0.05%	Added +14	+14 0.4%
90	CHEVRON CORP NEW COM CVX	CVX	5,525	$915.8k0.05%	0.05%	Added +1.4k	+1,400 33.9%
91	INVESCO EXCH TRADED FD TR II S&P500 LOW VOL SPLV	SPLV	11,737	$879.1k0.04%	0.04%	Added +486	+486 4.3%
92	APPLIED MATLS INC COM AMAT	AMAT	1,197	$865.4k0.04%	0.04%	New
93	VANGUARD WORLD FD ESG US STK ETF ESGV	ESGV	6,526	$863.0k0.04%	0.04%	Added +249	+249 4.0%
94	LOWES COS INC COM LOW	LOW	3,811	$840.2k0.04%	0.04%	Reduced -122	-122 -3.1%
95	COSTCO WHSL CORP NEW COM COST	COST	882	$824.9k0.04%	0.04%	Added +38	+38 4.5%
96	ISHARES TR ESG AW MSCI EAFE ESGD	ESGD	7,671	$788.7k0.04%	0.04%	Added +331	+331 4.5%
97	LAM RESEARCH CORP COM NEW LRCX	LRCX	1,798	$779.1k0.04%	0.04%	Added +326	+326 22.1%
98	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	388	$771.9k0.04%	0.04%	New
99	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	1,940	$771.6k0.04%	0.04%	New
100	RTX CORPORATION COM RTX	RTX	3,954	$750.1k0.04%	0.04%	Added +259	+259 7.0%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
SELECT SECTOR SPDR TR XLC	XLC	21,437	$2.4m21.4k shares
SELECT SECTOR SPDR TR XLV	XLV	12,581	$1.8m12.6k shares
SELECT SECTOR SPDR TR XLU	XLU	28,864	$1.3m28.9k shares
DEXCOM INC DXCM	DXCM	15,737	$988.3k15.7k shares
INSULET CORP PODD	PODD	2,728	$572.4k2.7k shares
3M CO MMM	MMM	2,620	$380.4k2.6k shares
BOOKING HOLDINGS INC BKNG	BKNG	2,125	$357.0k2.1k shares
S&P GLOBAL INC SPGI	SPGI	559	$237.9k559 shares
SPDR SER TR SPAB	SPAB	9,111	$233.4k9.1k shares
MCKESSON CORP MCK	MCK	268	$231.9k268 shares
REGENERON PHARMACEUTICALS REGN	REGN	288	$222.8k288 shares
ADOBE INC ADBE	ADBE	915	$222.4k915 shares
ISHARES INC ACWV	ACWV	1,830	$218.7k1.8k shares
HCA HEALTHCARE INC HCA	HCA	448	$212.0k448 shares
CONOCOPHILLIPS COP	COP	1,562	$206.2k1.6k shares
SNOWFLAKE INC SNOW	SNOW	1,361	$205.2k1.4k shares
US FOODS HLDG CORP USFD	USFD	2,210	$203.8k2.2k shares
AMBAC FINL GROUP INC OSG	OSG	11,007	$51.2k11.0k shares