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David Connelly Jr

Symmetry Partners, Llc

Assets Managed
$1.75B
Holdings
209
Last Quarter
2026 - Q1
Filed Date
29d ago
Growth Rate
3.59%(2Q avg: 43.79%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Symmetry Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 209 positions.

Assets under management

The assets under management (AUM) of Symmetry Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.75B in assets, with a quarterly growth rate of 3.59% and a 2-quarter average growth rate of 43.79%. The portfolio is managed by David Connelly Jr, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 3%
14.87%
$260.166M
6.695M shares@ $38.86 avg price
DFGP
Dim Global Cp Fixed Income
Recent Activity
Increased 2.85%
7.85%
$137.24M
2.542M shares@ $53.99 avg price
MTUM
Ishares Msci Usa Momentum Fa
Recent Activity
Increased 4.6%
5.98%
$104.562M
435,693 shares@ $240.0 avg price
IUSB
Ishares Core Total Bond Etf
Recent Activity
Increased 0.63%
5.94%
$103.874M
2.249M shares@ $46.2 avg price
DFIC
Dimensional International Co
Recent Activity
Increased 3.92%
5.75%
$100.532M
2.829M shares@ $35.53 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 2.23%
4.28%
$74.847M
677,534 shares@ $110.48 avg price
BNDX
Vanguard Total Intl Bond Etf
Recent Activity
Increased 8.98%
4.08%
$71.386M
1.486M shares@ $48.06 avg price
DFNM
Dimensional National Muni Bd
Recent Activity
Decreased -0.71%
3.61%
$63.14M
1.317M shares@ $47.93 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 13.06%
3.51%
$61.294M
832,346 shares@ $73.64 avg price
SMOM
Symmetry Panoramic Sctr Mmnt
Recent Activity
Increased 2.22%
3%
$52.362M
2.1M shares@ $24.94 avg price

1-10 of 209