# Symmetry Panoramic US Equity Fund

Symmetry Panoramic US Equity Fund is a registered fund series of Symmetry Panoramic Trust (series S000062179). Net assets $443.5M as of 2026-05-31.

## Profile

- Series ID: S000062179
- Registrant: Symmetry Panoramic Trust
- LEI: 549300N8RV2JDNT1WB73
- Net assets: $443.5M
- Total assets: $443.8M
- 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 |
| --- | --- | --- | --- |
| [iShares Trust - iShares MSCI USA Min Vol Factor ETF](https://search.stillhousedata.com/security/46429B697) | — | $20.7M | 465.66% |
| [DFA US TARGETED VALUE MUTUAL FUND](https://search.stillhousedata.com/security/233203595) | — | $17.8M | 402.05% |
| [DFA RL EST SECS MUTUAL FUND](https://search.stillhousedata.com/security/233203835) | — | $16.6M | 375.07% |
| [Dimensional U S Targeted Value ETF](https://search.stillhousedata.com/security/25434V609) | — | $14.9M | 335.41% |
| [iShares MSCI USA Momentum Factor ETF](https://search.stillhousedata.com/security/46432F396) | — | $13.2M | 298.67% |
| [NVIDIA CORPORATION](https://search.stillhousedata.com/security/67066G104) | — | $11.9M | 269.33% |
| [Vanguard US Value Factor ETF](https://search.stillhousedata.com/security/921935805) | — | $11.7M | 264.94% |
| APPLE INC. | — | $11.2M | 253.38% |
| Avantis US Small Cap Value ETF | — | $10.9M | 246.42% |
| [Dimensional U S Small Cap ETF](https://search.stillhousedata.com/security/25434V500) | — | $10.9M | 246.20% |
| [MICROSOFT CORPORATION](https://search.stillhousedata.com/security/594918104) | — | $9.2M | 208.25% |
| [ALPHABET INC.](https://search.stillhousedata.com/security/02079K305) | — | $8.4M | 190.33% |
| [DFA US SMALL CAP PORTFOLIO MUTUAL FUND](https://search.stillhousedata.com/security/233203843) | — | $8.3M | 187.06% |
| AMAZON.COM, INC. | — | $6.8M | 152.40% |
| [Vanguard Small Cap Value ETF](https://search.stillhousedata.com/security/922908611) | — | $5.8M | 130.92% |

## Net asset history

| Report date | Net assets |
| --- | --- |
| 2026-05-31 | $443.5M |
| 2026-02-28 | $421.1M |
| 2025-11-30 | $414.9M |
| 2025-08-31 | $409.2M |
| 2025-05-31 | $394.6M |
| 2025-02-28 | $414.6M |
| 2024-11-30 | $458.7M |
| 2024-08-31 | $461.2M |

## More

- [Registrant: Symmetry Panoramic Trust](https://search.stillhousedata.com/registrant/1736078)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000062179.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.