Symmetry Panoramic Tax-Managed Global Equity Fund is a registered fund series of Symmetry Panoramic Trust (series S000062178). Net assets $189.0M as of 2026-05-31.
Showing 15 of 34 holdings by value.
| Holding | Ticker | Value | % of fund |
|---|---|---|---|
| AQR L/C MULTI-STYLE FUND-R6 MUTUAL FUND | — | $27.3M | 1447.08% |
| DFA Dimensional US Equity Market ETF | — | $26.2M | 1384.15% |
| AQR INTL MULTI-STYLE-R6 MUTUAL FUND | — | $19.3M | 1023.63% |
| DFA US HIGH RELAT PROFIT-INS MUTUAL FUND | — | $12.2M | 646.48% |
| AQR EMERGING M/S II-R6 MUTUAL FUND | — | $11.4M | 604.88% |
| DFA Dimensional US Marketwide Value ETF | — | $9.7M | 513.56% |
| Dimensional U S Targeted Value ETF | — | $9.7M | 512.51% |
| DFA LRG CAP INTL PORT-INST MUTUAL FUND | — | $7.5M | 398.39% |
| DFA EMERGING MARKETS PORT MUTUAL FUND | — | $5.9M | 311.69% |
| DFA INTL SM CAP VAL PORT-INS MUTUAL FUND | — | $5.2M | 273.36% |
| iShares MSCI Global Min Vol Factor ETF | — | $4.6M | 243.86% |
| iShares MSCI USA Momentum Factor ETF | — | $4.5M | 236.90% |
| Dimensional U S Small Cap ETF | — | $4.5M | 235.76% |
| DFA INTL HI RELAT PROFIT-INS MUTUAL FUND | — | $3.6M | 192.71% |
| Avantis US Small Cap Value ETF | — | $3.6M | 190.60% |
| Report date | Net assets |
|---|---|
| 2026-05-31 | $189.0M |
| 2026-02-28 | $176.0M |
| 2025-11-30 | $163.9M |
| 2025-08-31 | $156.7M |
| 2025-05-31 | $144.7M |
| 2025-02-28 | $142.9M |
| 2024-11-30 | $151.0M |
| 2024-08-31 | $149.0M |