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Symmetry Panoramic Tax-Managed Global Equity Fund

Open-end / ETF
Registrant
Symmetry Panoramic Trust
Class ticker
SPGTX
Net Assets
$193,826,465
Holdings
34
Latest Report
Aug 31, 2026

Net Assets Over Time

Holdings · 34

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Holding Balance Value % of Fund Open
—
1,164,593 $28,893,540 14.91%
DFA Dimensional US Equity Market ETF
318,676 $26,650,874 13.75%
—
1,046,144 $20,410,270 10.53%
—
412,431 $12,496,647 6.45%
—
693,995 $11,319,062 5.84%
DFA Dimensional US Marketwide Value ETF
171,452 $9,789,909 5.05%
Dimensional U S Targeted Value ETF
137,520 $9,744,667 5.03%
—
196,661 $7,726,817 3.99%
—
125,208 $5,799,632 2.99%
—
149,638 $5,406,405 2.79%
iShares MSCI Global Min Vol Factor ETF
38,468 $4,896,976 2.53%
Dimensional U S Small Cap ETF
56,438 $4,607,034 2.38%
iShares MSCI USA Momentum Factor ETF
13,274 $3,986,979 2.06%
—
219,241 $3,724,910 1.92%
Avantis US Small Cap Value ETF
29,371 $3,670,494 1.89%
Dimensional International Value ETF
61,377 $3,562,321 1.84%
iShares Trust - iShares MSCI USA Min Vol Factor ETF
29,006 $2,944,689 1.52%
—
64,865 $2,913,730 1.50%
Vanguard US Value Factor ETF
16,908 $2,731,656 1.41%
—
90,126 $2,615,465 1.35%
—
124,112 $2,402,800 1.24%
Vanguard US Momentum Factor ETF
10,539 $2,392,037 1.23%
Avantis Emerging Markets Equity ETF
23,828 $2,251,508 1.16%
—
2,225,329 $2,225,329 1.15%
DFA Dimensional Emerging Mkts High Proftblty ETF
49,489 $2,046,370 1.06%
Vanguard Morningstar Small Cap Value ETF
7,448 $1,826,920 0.94%
Vanguard US Quality Factor ETF
9,098 $1,607,222 0.83%
Avantis International Small Cap Value ETF
11,821 $1,329,390 0.69%
Avantis International Equity ETF
11,797 $1,104,553 0.57%
Schwab International Small Cap Equity ETF
15,349 $787,711 0.41%
—
46,922 $707,591 0.37%
—
30,149 $618,358 0.32%
iShares MSCI EAFE Min Vol Factor ETF
6,241 $587,403 0.30%
iShares MSCI Emerging Markets Min Vol Factor ETF
2,303 $174,314 0.09%