Symmetry Partners, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison

Investment Firm Symmetry Partners, LLC recently released its Q1 2023 and Q2 2023 13F holdings comparison report. The report provides insights into the changes in holdings of various funds managed by Symmetry Partners during this period. Let's take a closer look at some of the key findings.

Vanguard Small-Cap Value (VBR):

- Q1 2023 (SHARES): 497,669

- Q2 2023 (SHARES): 516,382

- Q1 2023 VALUE ($000): 78,537

- Q2 2023 VALUE ($000): 85

- Chg %: -99.9

Vanguard Total International Bond (BNDX):

- Q1 2023 (SHARES): 1,537,312

- Q2 2023 (SHARES): 1,584,096

- Q1 2023 VALUE ($000): 75,116

- Q2 2023 VALUE ($000): 77

- Chg %: -99.9

Vanguard Total Stock Market (VTI):

- Q1 2023 (SHARES): 325,607

- Q2 2023 (SHARES): 329,706

- Q1 2023 VALUE ($000): 66,122

- Q2 2023 VALUE ($000): 72

- Chg %: -99.9

JPMorgan BetaBuilders US AGG (JAGG):

- Q1 2023 (SHARES): 1,534,993

- Q2 2023 (SHARES): 1,516,693

- Q1 2023 VALUE ($000): 72,068

- Q2 2023 VALUE ($000): 70

- Chg %: -99.9

iShares MSCI USA Min Vol Factor (USMV):

- Q1 2023 (SHARES): 926,441

- Q2 2023 (SHARES): 913,371

- Q1 2023 VALUE ($000): 67,258

- Q2 2023 VALUE ($000): 67

- Chg %: -99.9

Vanguard Total Bond Market (BND):

- Q1 2023 (SHARES): 891,031

- Q2 2023 (SHARES): 921,162

- Q1 2023 VALUE ($000): 65,688

- Q2 2023 VALUE ($000): 66

- Chg %: -99.9

iShares MSCI USA Momentum Factor (MTUM):

- Q1 2023 (SHARES): 346,346

- Q2 2023 (SHARES): 367,325

- Q1 2023 VALUE ($000): 47,978

- Q2 2023 VALUE ($000): 52

- Chg %: -99.9

Dimensional US Marketwide Value (DFUV):

- Q1 2023 (SHARES): 1,473,447

- Q2 2023 (SHARES): 1,432,183

- Q1 2023 VALUE ($000): 48,930

- Q2 2023 VALUE ($000): 49

- Chg %: -99.9

Vanguard Value (VTV):

- Q1 2023 (SHARES): 336,128

- Q2 2023 (SHARES): 345,064

- Q1 2023 VALUE ($000): 46,232

- Q2 2023 VALUE ($000): 49

- Chg %: -99.9

iShares MSCI EAFE Value (EFV):

- Q1 2023 (SHARES): 968,882

- Q2 2023 (SHARES): 998,352

- Q1 2023 VALUE ($000): 46,936

- Q2 2023 VALUE ($000): 48

- Chg %: -99.9

These figures indicate the changes in holdings and their respective values for each fund during the time period mentioned. It is important to note that the Chg % column signifies the percentage change in holdings.

This report showcases the dynamic nature of investment portfolios and the strategic decisions made by Symmetry Partners, LLC in managing their funds. By analyzing these changes, investors can gain valuable insights into the investment strategies implemented by Symmetry Partners and make informed decisions regarding their own investment portfolios.

Please note that the above information is for informational purposes only and should not be considered as financial advice. Investors are advised to consult with a professional financial advisor before making any investment decisions.

In conclusion, Symmetry Partners, LLC's Q1 2023 vs. Q2 2023 13F holdings comparison provides valuable insights into the changes in holdings and values of various funds managed by the firm. By analyzing these changes, investors can gain a better understanding of the investment strategies employed by Symmetry Partners and make informed decisions regarding their investments.