Symmetry Partners, LLC
Symmetry Partners, LLC is an SEC-registered investment advisory firm that provides evidence-based investment strategies, portfolio management, turnkey asset management, and business solutions for financial advisors. The firm is known for its academic, factor-based approach, prioritizing transparency, independence, and cost efficiency. Symmetry serves as an advisor to Panoramic Funds, delivers tax-aware strategies, and partners with independent advisors to enhance client outcomes through technology and research-driven solutions.
Investment Strategy
Evidence-based, factor-based asset allocation using academic research. Strategies target equity factors such as market, value, size, momentum, quality, profitability, and low volatility; and fixed income factors such as credit and maturity. The firm emphasizes efficient diversification, tax management, and ongoing monitoring. Investment solutions include direct indexing, mutual funds, ETF models, and outsourced CIO services.
Top Holdings
Equity Positions (173)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 16.79% | $154.2M | 3,998,621 | $34.10 | $38.57 | +$14.4M |
B BNDX | VANGUARD CHARLOTTE FDS | 6.88% | $63.2M | 1,276,846 | $49.72 | $49.46 | +$2.6M |
M MTUM | ISHARES TR | 6.77% | $62.2M | 242,492 | $188.16 | $256.45 | +$9.1M |
B BND | VANGUARD BD INDEX FDS | 5.30% | $48.7M | 654,969 | $73.17 | $74.37 | +$2.7M |
D DFIC | DIMENSIONAL ETF TRUST | 4.58% | $42.0M | 1,282,293 | $27.82 | $32.79 | +$4.7M |