Symmetry Partners, LLC
"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.
13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.
We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 28 quarters, returned +3.5% per quarter — versus +3.1% per quarter from simply owning every 13F stock. It beat that baseline in only 50.0% of quarters (excess t = -0.15, not statistically significant). Its filings tell you what it bought — not what you should buy.
Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)
Top 20 holdings of 209 · 2026 Q1
| Ticker | Value | Weight | QoQ |
|---|---|---|---|
| DFAC | $260M | | ADD |
| DFGP | $137M | | ADD |
| MTUM | $105M | | ADD |
| IUSB | $104M | | HOLD |
| DFIC | $101M | | ADD |
| AVUV | $75M | | ADD |
| BNDX | $71M | | ADD |
| DFNM | $63M | | HOLD |
| BND | $61M | | ADD |
| DFEM | $51M | | ADD |
| BSV | $49M | | HOLD |
| DUHP | $47M | | ADD |
| IMTM | $44M | | ADD |
| AVDV | $34M | | HOLD |
| QUAL | $32M | | ADD |
| USMV | $31M | | ADD |
| AVLV | $27M | | ADD |
| DFUV | $26M | | TRIM |
| AAPL | $26M | | HOLD |
| AVES | $23M | | ADD |
QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.
New positions in 2026 Q1
Method & Limitations
Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.