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David Connelly

Symmetry Partners, Llc

Assets Managed
$1.961B
Holdings
295
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
12.06%(2Q avg: 7.83%)
Sustained Growth
7 quarters

Portfolio positions

This chart displays the top 10 holdings in Symmetry Partners, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 295 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 7 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.961B in assets, with a quarterly growth rate of 12.06% and a 2-quarter average growth rate of 7.83%. The portfolio is managed by David Connelly, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 0.18%
15.17%
$297.523M
6.707M shares@ $44.37 avg price
MTUM
Ishares Msci Usa Momentum Fa
Recent Activity
Decreased -2.02%
7.47%
$146.349M
426,885 shares@ $342.84 avg price
DFGP
Dim Global Cp Fixed Income
Recent Activity
Decreased -1.65%
6.95%
$136.15M
2.5M shares@ $54.46 avg price
DFIC
Dimensional International Co
Recent Activity
Increased 5.46%
5.67%
$111.178M
2.984M shares@ $37.26 avg price
IUSB
Ishares Core Total Bond Etf
Recent Activity
Decreased -1.14%
5.24%
$102.6M
2.223M shares@ $46.15 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Decreased -1.42%
4.25%
$83.322M
667,861 shares@ $124.76 avg price
BNDX
Vanguard Total Intl Bond Etf
Recent Activity
Increased 7.25%
3.94%
$77.165M
1.593M shares@ $48.43 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 7.41%
3.35%
$65.626M
893,966 shares@ $73.42 avg price
DFNM
Dimensional National Muni Bd
Recent Activity
Decreased -2.4%
3.17%
$62.14M
1.286M shares@ $48.34 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Increased 1.05%
3.09%
$60.468M
1.488M shares@ $40.64 avg price

1-10 of 295