# Symmetry Panoramic Global Equity Fund

Symmetry Panoramic Global Equity Fund is a registered fund series of Symmetry Panoramic Trust (series S000062174). Net assets $412.9M as of 2026-05-31.

## Profile

- Series ID: S000062174
- Registrant: Symmetry Panoramic Trust
- LEI: 549300SIT0P3WXBY6V10
- Net assets: $412.9M
- Total assets: $413.3M
- As of: 2026-05-31
- Type: Fund of funds

## Advisers

- [DIMENSIONAL FUND ADVISORS LP (Subadvisor)](https://search.stillhousedata.com/firm/106482)
- [AQR Capital Management, LLC (Subadvisor)](https://search.stillhousedata.com/firm/111883)
- [Symmetry Partners, LLC (Advisor)](https://search.stillhousedata.com/firm/120982)

## Top holdings (200 reported)

_Showing 15 of 200 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [Dimensional U S Targeted Value ETF](https://search.stillhousedata.com/security/25434V609) | — | $13.8M | 335.03% |
| [DFA LRG CAP INTL PORT-INST MUTUAL FUND](https://search.stillhousedata.com/security/233203868) | — | $12.0M | 291.55% |
| [DFA RL EST SECS MUTUAL FUND](https://search.stillhousedata.com/security/233203835) | — | $10.9M | 263.70% |
| [iShares MSCI USA Momentum Factor ETF](https://search.stillhousedata.com/security/46432F396) | — | $10.4M | 252.94% |
| [DFA INTL SM CAP VAL PORT-INS MUTUAL FUND](https://search.stillhousedata.com/security/233203736) | — | $7.7M | 185.72% |
| [DFA INTERNATIONAL VALUE MUTUAL FUND](https://search.stillhousedata.com/security/25434D203) | — | $7.3M | 177.14% |
| Avantis US Small Cap Value ETF | — | $7.2M | 175.48% |
| [DFA US TARGETED VALUE MUTUAL FUND](https://search.stillhousedata.com/security/233203595) | — | $7.1M | 170.94% |
| [DFA INTL HI RELAT PROFIT-INS MUTUAL FUND](https://search.stillhousedata.com/security/23320G141) | — | $7.0M | 170.61% |
| [Vanguard US Value Factor ETF](https://search.stillhousedata.com/security/921935805) | — | $7.0M | 169.80% |
| [NVIDIA CORPORATION](https://search.stillhousedata.com/security/67066G104) | — | $6.8M | 164.75% |
| [DFA US SMALL CAP PORTFOLIO MUTUAL FUND](https://search.stillhousedata.com/security/233203843) | — | $6.5M | 156.45% |
| [DFA EMERGING MARKETS PORT MUTUAL FUND](https://search.stillhousedata.com/security/233203785) | — | $6.4M | 155.38% |
| APPLE INC. | — | $6.3M | 152.26% |
| [iShares MSCI Global Min Vol Factor ETF](https://search.stillhousedata.com/security/464286525) | — | $6.2M | 149.78% |

## Net asset history

| Report date | Net assets |
| --- | --- |
| 2026-05-31 | $412.9M |
| 2026-02-28 | $401.8M |
| 2025-11-30 | $392.5M |
| 2025-08-31 | $389.3M |
| 2025-05-31 | $382.3M |
| 2025-02-28 | $390.3M |
| 2024-11-30 | $413.6M |
| 2024-08-31 | $426.7M |

## More

- [Registrant: Symmetry Panoramic Trust](https://search.stillhousedata.com/registrant/1736078)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000062174.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.