# Symmetry Panoramic Tax-Managed Global Equity Fund

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.

## Profile

- Series ID: S000062178
- Registrant: Symmetry Panoramic Trust
- LEI: 549300NPDCSX1EUVO991
- Net assets: $189.0M
- Total assets: $189.1M
- As of: 2026-05-31
- Type: Fund of funds

## Advisers

- [Symmetry Partners, LLC (Advisor)](https://search.stillhousedata.com/firm/120982)

## Top holdings (34 reported)

_Showing 15 of 34 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [AQR L/C MULTI-STYLE FUND-R6 MUTUAL FUND](https://search.stillhousedata.com/security/00203H313) | — | $27.3M | 1447.08% |
| [DFA Dimensional US Equity Market ETF](https://search.stillhousedata.com/security/25434V401) | — | $26.2M | 1384.15% |
| [AQR INTL MULTI-STYLE-R6 MUTUAL FUND](https://search.stillhousedata.com/security/00203H289) | — | $19.3M | 1023.63% |
| [DFA US HIGH RELAT PROFIT-INS MUTUAL FUND](https://search.stillhousedata.com/security/23320G133) | — | $12.2M | 646.48% |
| [AQR EMERGING M/S II-R6 MUTUAL FUND](https://search.stillhousedata.com/security/00191K633) | — | $11.4M | 604.88% |
| [DFA Dimensional US Marketwide Value ETF](https://search.stillhousedata.com/security/25434V724) | — | $9.7M | 513.56% |
| [Dimensional U S Targeted Value ETF](https://search.stillhousedata.com/security/25434V609) | — | $9.7M | 512.51% |
| [DFA LRG CAP INTL PORT-INST MUTUAL FUND](https://search.stillhousedata.com/security/233203868) | — | $7.5M | 398.39% |
| [DFA EMERGING MARKETS PORT MUTUAL FUND](https://search.stillhousedata.com/security/233203785) | — | $5.9M | 311.69% |
| [DFA INTL SM CAP VAL PORT-INS MUTUAL FUND](https://search.stillhousedata.com/security/233203736) | — | $5.2M | 273.36% |
| [iShares MSCI Global Min Vol Factor ETF](https://search.stillhousedata.com/security/464286525) | — | $4.6M | 243.86% |
| [iShares MSCI USA Momentum Factor ETF](https://search.stillhousedata.com/security/46432F396) | — | $4.5M | 236.90% |
| [Dimensional U S Small Cap ETF](https://search.stillhousedata.com/security/25434V500) | — | $4.5M | 235.76% |
| [DFA INTL HI RELAT PROFIT-INS MUTUAL FUND](https://search.stillhousedata.com/security/23320G141) | — | $3.6M | 192.71% |
| Avantis US Small Cap Value ETF | — | $3.6M | 190.60% |

## Net asset history

| 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 |

## More

- [Registrant: Symmetry Panoramic Trust](https://search.stillhousedata.com/registrant/1736078)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000062178.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.