SP
| |
Symmetry Panoramic Tax-Managed Global Equity Fund | SPGTXMutual Fund | |
| Symmetry Panoramic Tax-Managed Global Equity Fund | |
| Last update 2025-06-17 | 20 Stocks (4 new) |
| Value $68.00 Mil | Turnover 12 % |
Symmetry Panoramic Tax-Managed... Top Holdings of 2025-02-28
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFUS | Dimensional U.S. Equity Market ETF | 311,583 | 20,075.3 | 0% | 29.640 | 0% | 0.140 | +18.77% | +8.17% | 15,919.0 | ||
DFUV | Dimensional US Marketwide Value ETF | 197,688 | 8,427.4 | -7.24% | 12.440 | -0.93% | 0.070 | +12.80% | +6.89% | 11,866.8 | ||
DFAT | Dimensional U.S. Targeted Value ETF | 138,209 | 7,569.7 | -22.15% | 11.180 | -3.25% | 0.070 | +17.71% | +2.30% | 11,185.0 | ||
ACWV |
iShares MSCI Global Min Vol Factor ETF
iShares MSCI Global Min Vol Factor ETF
| 47,222 | 5,431.9 | -29.23% | 8.020 | -3.07% | 0.170 | +3.96% | +9.66% | 3,260.3 | ||
MTUM |
iShares MSCI USA Momentum Factor ETF
iShares MSCI USA Momentum Factor ETF
| 16,054 | 3,506.7 | +93.33% | 5.180 | +2.50% | 0.020 | +19.89% | +16.37% | 17,760.6 | ||
DFAS | Dimensional U.S. Small Cap ETF | 54,433 | 3,471.2 | +14.76% | 5.120 | +0.66% | 0.030 | +17.55% | +2.43% | 10,742.8 | ||
DFIV | Dimensional International Value ETF | 79,585 | 3,076.8 | -13.02% | 4.540 | -0.60% | 0.030 | +15.09% | +28.03% | 12,628.5 | ||
USMV | iShares MSCI USA Min Vol Factor ETF | 24,000 | 2,269.7 | New Holding | 3.350 | +3.35% | 0.010 | +3.91% | +6.13% | 23,740.3 | ||
AVEM | Avantis Emerging Markets Equity ETF | 34,062 | 2,018.5 | -27.26% | 2.980 | -1.06% | 0.020 | +20.29% | +21.85% | 11,125.0 | ||
AVUV | Avantis U.S. Small Cap Value ETF | 20,850 | 1,935.9 | New Holding | 2.860 | +2.86% | 0.010 | +18.47% | +0.47% | 17,206.0 |
Symmetry Panoramic Tax-Managed Global Equity Fund's Historical Top Holdings Breakdowns
Symmetry Panoramic Tax-Managed Global Equity Fund's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
DFAC | Dimensional U.S. Core Equity 2 ETF | 2025-02-28 | Sold Out Sold Out | -4.08% | 34.32 ($35.5) 36.6 | $36.79 | 3.63% | Sold Out | 0 | -82,143 | |
USMV | iShares MSCI USA Min Vol Factor ETF | 2025-02-28 | New Buy New Buy | +3.35% | 87.68 ($91.5) 94.57 | $93.64 | 2.34% | New holding | 24,000 | 24,000 | |
DFAT | Dimensional U.S. Targeted Value ETF | 2025-02-28 | Reduce Reduce | -3.25% | 54.37 ($57.05) 60.75 | $56.51 | -0.95% | Reduce -22.15% | 138,209 | -39,325 | |
ACWV |
iShares MSCI Global Min Vol Factor ETF
iShares MSCI Global Min Vol Factor ETF
| 2025-02-28 | Reduce Reduce | -3.07% | 107.24 ($111.93) 115.42 | $118.55 | 5.91% | Reduce -29.23% | 47,222 | -19,500 | |
AVUV | Avantis U.S. Small Cap Value ETF | 2025-02-28 | New Buy New Buy | +2.86% | 92.16 ($98.39) 105.73 | $96.10 | -2.33% | New holding | 20,850 | 20,850 | |
MTUM |
iShares MSCI USA Momentum Factor ETF
iShares MSCI USA Momentum Factor ETF
| 2025-02-28 | Add Add | +2.50% | 205.19 ($216.4) 229.48 | $239.67 | 10.75% | Add 93.33% | 16,054 | 7,750 | |
VFMO | Vanguard U.S. Momentum Factor ETF | 2025-02-28 | Add Add | +1.63% | 161.96 ($170.72) 178.14 | $176.10 | 3.15% | Add 231.91% | 9,589 | 6,700 | |
AVEM | Avantis Emerging Markets Equity ETF | 2025-02-28 | Reduce Reduce | -1.06% | 57.11 ($60.04) 62.91 | $70.93 | 18.14% | Reduce -27.26% | 34,062 | -12,768 | |
AVDE | Avantis International Equity ETF | 2025-02-28 | Reduce Reduce | -1.05% | 60.63 ($63.56) 66.36 | $75.66 | 19.04% | Reduce -57.01% | 9,043 | -11,990 | |
DFUV | Dimensional US Marketwide Value ETF | 2025-02-28 | Reduce Reduce | -0.93% | 40.38 ($42.35) 44.3 | $43.36 | 2.39% | Reduce -7.24% | 197,688 | -15,425 |
Symmetry Panoramic Tax-Managed Global Equity Fund Total Holding History ($B)
Symmetry Panoramic Tax-Managed Global Equity Fund's Asset Allocation
Symmetry Panoramic Tax-Managed Global Equity Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Symmetry Panoramic Tax-Managed Global Equity Fund's Hypothetical Growth since 2025-02-28
Symmetry Panoramic Tax-Managed Global Equity Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Symmetry Panoramic Tax-Managed Global Equity Fund's Holdings Heat Map
Size field:
Symmetry Panoramic Tax-Managed Global Equity Fund's Holdings Bubble Chart
Symmetry Panoramic Tax-Managed Global Equity Fund News
- 1
Discussions on Symmetry Panoramic Tax-Managed Global Equity Fund
No discussions yet.
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers