Holdings of Symmetry Panoramic Tax-Managed Global Equity Fund

Name: Holdings of Symmetry Panoramic Tax-Managed Global Equity Fund
Creator: Titelia
License: https://titelia.com/en/sources

Symmetry Panoramic Trust · Original filing · Compare with another fund · Report an error

Net assets: 189M $ including 187.1M $ in equities, 99.0 %
Positions: 33 in 1 countries
Top ten: 71.2 % of net assets
Filed on: May 31, 2026

Portfolio shape

Positions

Rank	Company	Shares	Value	Weight
1	US00203H3131	1,164,593	27.3M $	14.47 %
2	DIMENSIONAL ETF TRUST	317,345	26.2M $	13.84 %
3	US00203H2893	1,046,696	19.3M $	10.24 %
4	US23320G1334	412,431	12.2M $	6.46 %
5	US00191K6331	693,995	11.4M $	6.05 %
6	DFA Dimensional US Marketwide Value ETF	180,852	9.7M $	5.14 %
7	Dimensional U S Targeted Value ETF	144,137	9.7M $	5.13 %
8	DFA Large Cap International Portfolio	196,661	7.5M $	3.98 %
9	DFA INVESTMENT DIMENSIONS GROUP INC	125,208	5.9M $	3.12 %
10	DFA International Small Cap Va	149,638	5.2M $	2.73 %
11	iShares MSCI Global Min Vol Factor ETF	37,768	4.6M $	2.44 %
12	iShares MSCI USA Momentum Factor ETF	14,175	4.5M $	2.37 %
13	Dimensional U S Small Cap ETF	56,738	4.5M $	2.36 %
14	US23320G1417	219,241	3.6M $	1.93 %
15	AMERICAN CENTURY INVEST	30,002	3.6M $	1.91 %
16	Dimensional International Value ETF	61,377	3.4M $	1.81 %
17	DFA Real Estate Securities Portfolio	64,865	2.9M $	1.53 %
18	Vanguard US Value Factor ETF	18,858	2.8M $	1.46 %
19	iShares MSCI USA Min Vol Factor ETF	27,506	2.7M $	1.41 %
20	DFA Emerging Markets Small Cap	90,126	2.7M $	1.41 %
21	Vanguard US Momentum Factor ETF	10,539	2.5M $	1.30 %
22	US00191K8311	124,112	2.3M $	1.23 %
23	Avantis Emerging Markets Equity ETF	23,117	2.2M $	1.19 %
24	DFA Dimensional Emerging Mkts High Proftblty ETF	48,796	2.1M $	1.11 %
25	VANGUARD INDEX FUNDS	7,448	1.7M $	0.93 %
26	Vanguard US Quality Factor ETF	9,048	1.5M $	0.79 %
27	Avantis International Small Cap Value ETF	11,100	1.2M $	0.65 %
28	Avantis International Equity ETF	11,247	1M $	0.55 %
29	Schwab International Small-Cap Equity ETF	14,083	715.3K $	0.38 %
30	US23320G1177	46,922	706.7K $	0.37 %
31	US23320G2571	30,149	609.3K $	0.32 %
32	iShares MSCI EAFE Min Vol Factor ETF	6,241	567.6K $	0.30 %
33	iShares MSCI Emerging Markets Min Vol Factor ETF	3,571	269.6K $	0.14 %

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Sector breakdown

Funds 3.8 %
Unattributed 96.2 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

United States 100.0 %

Shares are computed on the fund's equities only.

Rank	Country	Lines	Value	Share
1	United States	33	187.1M $	100.00 %

Cite this page

Titelia. "Holdings of Symmetry Panoramic Tax-Managed Global Equity Fund". https://titelia.com/en/funds/S000062178