Symmetry Partners, LLC Reduced Holdings in Q1 2025

Symmetry Partners, LLC

  • $718 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VBR
Vanguard Small Cap Value ETF

ETFs
-27.5K
- 28.13%
$183.02 - $207.75 $5.04M - $5.72M
70.3K $13.1M
VTI
Vanguard Total Stock Market Et

ETFs
-10.8K
- 14.25%
$271.18 - $303.12 $2.94M - $3.28M
65.2K $17.9M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-27.5K
- 32.45%
$110.75 - $119.78 $3.04M - $3.29M
57.2K $6.61M
EFV
Msci Eafe Value ETF

ETFs
-74.4K
- 34.66%
$51.88 - $60.73 $3.86M - $4.52M
140K $8.27M
VTV
Vanguard Value ETF

ETFs
-17.8K
- 22.71%
$167.73 - $179.21 $2.98M - $3.19M
60.5K $10.5M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-44.5K
- 6.17%
$39.96 - $43.3 $1.78M - $1.93M
677K $27.9M
VEA
Vanguard Ftse Developed Market

ETFs
-32.3K
- 16.17%
$47.4 - $52.99 $1.53M - $1.71M
167K $8.5M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-27.4K
- 16.24%
$42.5 - $46.71 $1.16M - $1.28M
141K $6.4M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-9.29K
- 8.71%
$59.61 - $66.71 $554K - $620K
97.3K $5.89M
AVUS
American Centy ETF Tr Avantis

ETFs
-1.13K
- 1.05%
$90.7 - $101.57 $102K - $114K
106K $9.82M
VT
Vanguard Total World Stk Index

ETFs
-1.73K
- 6.76%
$115.08 - $123.97 $199K - $214K
23.9K $2.77M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-15
- 0.06%
$47.79 - $59.89 $717 - $898
23.1K $1.16M
VUG
Vanguard Growth ETF

ETFs
-24
- 0.9%
$369.1 - $427.61 $8.86K - $10.3K
2.63K $976K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-3.09K
- 13.9%
$36.63 - $37.45 $113K - $116K
19.1K $703K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-54
- 0.47%
$120.24 - $134.3 $6.49K - $7.25K
11.6K $1.41M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-27
- 1.83%
$468.34 - $539.52 $12.6K - $14.6K
1.45K $678K
LOW
Lowes Companies Inc

Consumer Cyclical
-86
- 2.23%
$222.66 - $268.42 $19.1K - $23.1K
3.77K $879K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-35
- 0.43%
$96.93 - $109.51 $3.39K - $3.83K
8.05K $788K
V
Visa Inc.

Financial Services
-247
- 29.58%
$306.92 - $362.71 $75.8K - $89.6K
588 $206K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-643
- 23.55%
$107.24 - $116.37 $69K - $74.8K
2.09K $242K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-1.34K
- 17.81%
$48.43 - $49.9 $65K - $67K
6.2K $309K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-557
- 12.91%
$57.21 - $65.8 $31.9K - $36.7K
3.76K $219K
ACWI
Ishares Msci Acwi ETF

ETFs
-279
- 12.16%
$115.16 - $124.13 $32.1K - $34.6K
2.02K $234K
CVX
Chevron Corp

Energy
-437
- 24.68%
$146.71 - $167.97 $64.1K - $73.4K
1.33K $223K
PODD
Insulet Corp

Healthcare
-108
- 2.93%
$237.06 - $288.29 $25.6K - $31.1K
3.57K $938K
REET
Ishares Global Reit ETF

ETFs
-1.23K
- 4.02%
$23.24 - $25.16 $28.5K - $30.9K
29.3K $710K
XT
Ishares Tr Exponential Technol

ETFs
-51
- 0.91%
$57.56 - $64.0 $2.94K - $3.26K
5.58K $321K
QCOM
Qualcomm Inc

Technology
-62
- 3.76%
$151.94 - $175.86 $9.42K - $10.9K
1.59K $243K
ABC
Amerisourcebergen Corp

Healthcare
-12
- 1.24%
N/A
956 $177K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-261
- 1.73%
$24.73 - $25.62 $6.45K - $6.69K
14.8K $378K
AMCR
Amcor PLC

Consumer Cyclical
-44
- 0.31%
$9.33 - $10.39 $411 - $457
14K $135K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-784
- 3.22%
$25.69 - $26.89 $20.1K - $21.1K
23.6K $633K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
-96
- 0.54%
$67.41 - $69.37 $6.47K - $6.66K
17.6K $1.21M
VEU
Vanguard Ftse All World Ex Us

ETFs
-307
- 3.99%
$56.51 - $62.98 $17.3K - $19.3K
7.39K $448K
SYK
Stryker Corp

Healthcare
-34
- 1.96%
$355.18 - $399.9 $12.1K - $13.6K
1.7K $633K
JPM
Jpmorgan Chase & CO

Financial Services
-7
- 0.37%
$225.19 - $279.95 $1.58K - $1.96K
1.88K $461K
IWD
Ishares Russell 1000 Val ETF

ETFs
-27
- 0.54%
$182.82 - $196.21 $4.94K - $5.3K
4.99K $937K
PG
Procter & Gamble CO

Consumer Defensive
-45
- 0.65%
$158.56 - $176.26 $7.14K - $7.93K
6.88K $1.17M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-103
- 1.26%
$55.47 - $61.45 $5.71K - $6.33K
8.08K $476K
AEE
Ameren Corp

Utilities
-205
- 5.59%
$86.87 - $103.67 $17.8K - $21.3K
3.46K $347K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-194
- 11.04%
$442.66 - $534.52 $85.9K - $104K
1.56K $832K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-147
- 1.53%
$75.32 - $84.77 $11.1K - $12.5K
9.47K $773K
LLY
Eli Lilly & CO

Healthcare
-57
- 2.83%
$725.72 - $929.72 $41.4K - $53K
1.96K $1.62M
XOM
Exxon Mobil Corp

Energy
-499
- 2.92%
$105.44 - $118.93 $52.6K - $59.3K
16.6K $1.97M
CVS
Cvs Health Corp

Healthcare
-42
- 0.65%
$44.22 - $68.64 $1.86K - $2.88K
6.44K $436K
CI
Cigna Corp

Healthcare
-92
- 2.25%
$274.49 - $329.0 $25.3K - $30.3K
4K $1.32M
DFIV
Dimensional ETF Tr

ETFs
-3.13K
- 3.61%
$35.33 - $40.77 $111K - $128K
83.4K $3.28M
DFAX
Dimensional ETF Tr
-19.2K
- 2.47%
$24.45 - $27.2 $470K - $523K
759K $19.9M
Activity Summary
Buys All Purchases 71 New Holdings 14 Increased Positions 57 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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