The Analysis of Geometric Wealth Advisors's Holdings
Currently, Geometric Wealth Advisors holds 80 types of securities in its portfolio with a total value $750.5M. In the most recent quarter, they have increased their positions in DFAC (+467.6K shares, valued at $18.0M), DFAX (+295.3K shares, valued at $9.3M), VTEC (+10.5K shares, valued at $1.1M); decreased their positions in CVNA (-2.5K shares, valued at $961.2K), MSFT (-539 shares, valued at $279.2K), AAPL (-628 shares, valued at $159.9K); initiated new positions in VTEC (+10.5K shares, valued at $1.1M), SHV (+6.3K shares, valued at $700.1K), DUSB (+6.9K shares, valued at $350.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST8.5M shares5.82%2025-09-302025-11-10
DFAX DIMENSIONAL ETF TRUST7.3M shares4.22%2025-09-302025-11-10 AVNM AMERICAN CENTY ETF TR674.5K shares0.57%2025-09-302025-11-10 AVUS AMERICAN CENTY ETF TR388.4K shares0.22%2025-09-302025-11-10 DFIP DIMENSIONAL ETF TRUST521.2K shares4.49%2025-09-302025-11-10 DFGR DIMENSIONAL ETF TRUST400.4K shares8.92%2025-09-302025-11-10 CVNA CARVANA CO13.9K shares-15.46%2025-09-302025-11-10 AAPL APPLE INC17.2K shares-3.53%2025-09-302025-11-10 VTI VANGUARD INDEX FDS12.2K shares0.44%2025-09-302025-11-10 SPY SPDR S&P 500 ETF TR4.5K shares2.05%2025-09-302025-11-10 VUG VANGUARD INDEX FDS6.2K shares0.00%2025-09-302025-11-10 AMZN AMAZON COM INC12.0K shares8.28%2025-09-302025-11-10 SCHB SCHWAB STRATEGIC TR90.8K shares1.21%2025-09-302025-11-10 MSFT MICROSOFT CORP4.2K shares-11.40%2025-09-302025-11-10 VOO VANGUARD INDEX FDS3.2K shares28.03%2025-09-302025-11-10 IVV ISHARES TR2.7K shares8.81%2025-09-302025-11-10 QQQ INVESCO QQQ TR2.4K shares0.00%2025-09-302025-11-10 IEMG ISHARES INC21.7K shares3.33%2025-09-302025-11-10 VTV VANGUARD INDEX FDS7.0K shares6.54%2025-09-302025-11-10 ETN EATON CORP PLC3.4K shares0.00%2025-09-302025-11-10 DFSD DIMENSIONAL ETF TRUST25.7K shares29.52%2025-09-302025-11-10 VEA VANGUARD TAX-MANAGED FDS20.0K shares2.19%2025-09-302025-11-10 XLK SELECT SECTOR SPDR TR4.1K shares0.00%2025-09-302025-11-10 DFIC DIMENSIONAL ETF TRUST33.9K shares0.00%2025-09-302025-11-10 BNDW VANGUARD SCOTTSDALE FDS15.9K shares21.06%2025-09-302025-11-10 SCHF SCHWAB STRATEGIC TR47.2K shares-2.41%2025-09-302025-11-10 META META PLATFORMS INC1.5K shares-2.22%2025-09-302025-11-10 VTEC VANGUARD CALIF TAX FREE FDS10.5K sharesnew addition2025-09-302025-11-10 IBM INTERNATIONAL BUSINESS MACHS3.5K shares0.00%2025-09-302025-11-10 VB VANGUARD INDEX FDS3.8K shares0.00%2025-09-302025-11-10 GOOG ALPHABET INC3.5K shares0.00%2025-09-302025-11-10 IVW ISHARES TR6.8K shares0.00%2025-09-302025-11-10 SCHZ SCHWAB STRATEGIC TR34.4K shares62.26%2025-09-302025-11-10 KO COCA COLA CO11.6K shares0.97%2025-09-302025-11-10 SO SOUTHERN CO8.0K shares0.00%2025-09-302025-11-10 IVE ISHARES TR3.6K shares0.00%2025-09-302025-11-10 DFUS DIMENSIONAL ETF TRUST9.9K shares0.00%2025-09-302025-11-10 ITOT ISHARES TR4.8K shares0.00%2025-09-302025-11-10 SHV ISHARES TR6.3K sharesnew addition2025-09-302025-11-10 DFSB DIMENSIONAL ETF TRUST12.9K shares14.58%2025-09-302025-11-10 DFSU DIMENSIONAL ETF TRUST14.2K shares21.72%2025-09-302025-11-10 VO VANGUARD INDEX FDS2.0K shares0.00%2025-09-302025-11-10 IWS ISHARES TR4.2K shares0.00%2025-09-302025-11-10 BRK.B BERKSHIRE HATHAWAY INC DEL1.1K shares0.00%2025-09-302025-11-10 VXUS VANGUARD STAR FDS7.7K shares0.63%2025-09-302025-11-10 SCHG SCHWAB STRATEGIC TR16.7K shares0.00%2025-09-302025-11-10 IJK ISHARES TR5.5K shares0.00%2025-09-302025-11-10 DFEM DIMENSIONAL ETF TRUST15.7K shares0.00%2025-09-302025-11-10 XMAG TIDAL TRUST II22.3K shares0.02%2025-09-302025-11-10 SCHX SCHWAB STRATEGIC TR17.7K shares0.00%2025-09-302025-11-10 VT VANGUARD INTL EQUITY INDEX F3.4K shares0.00%2025-09-302025-11-10 SCHA SCHWAB STRATEGIC TR16.5K shares9.53%2025-09-302025-11-10 DFCF DIMENSIONAL ETF TRUST10.7K shares1.14%2025-09-302025-11-10 NFLX NETFLIX INC379 shares-13.47%2025-09-302025-11-10 ORCL ORACLE CORP1.6K shares-1.23%2025-09-302025-11-10 SCHE SCHWAB STRATEGIC TR13.1K shares0.00%2025-09-302025-11-10 DFAT DIMENSIONAL ETF TRUST7.4K shares0.00%2025-09-302025-11-10 SCHV SCHWAB STRATEGIC TR14.4K shares8.62%2025-09-302025-11-10 NVDA NVIDIA CORPORATION2.2K shares4.39%2025-09-302025-11-10 GOOGL ALPHABET INC1.7K shares-1.98%2025-09-302025-11-10 CME CME GROUP INC1.5K shares0.00%2025-09-302025-11-10 ALL ALLSTATE CORP1.9K shares0.00%2025-09-302025-11-10 DFSI DIMENSIONAL ETF TRUST9.8K shares-12.38%2025-09-302025-11-10 JPM JPMORGAN CHASE & CO.1.3K shares-1.94%2025-09-302025-11-10 V VISA INC1.1K shares0.00%2025-09-302025-11-10 XLV SELECT SECTOR SPDR TR2.7K shares0.00%2025-09-302025-11-10 AXON AXON ENTERPRISE INC501 shares0.00%2025-09-302025-11-10 VWO VANGUARD INTL EQUITY INDEX F6.6K shares5.19%2025-09-302025-11-10 DUSB DIMENSIONAL ETF TRUST6.9K sharesnew addition2025-09-302025-11-10 USHY ISHARES TR9.3K sharesnew addition2025-09-302025-11-10 SCHC SCHWAB STRATEGIC TR7.4K shares1.16%2025-09-302025-11-10 JNJ JOHNSON & JOHNSON1.8K shares0.00%2025-09-302025-11-10 IEFA ISHARES TR3.7K shares0.00%2025-09-302025-11-10 IWF ISHARES TR678 shares20.64%2025-09-302025-11-10 VGK VANGUARD INTL EQUITY INDEX F3.7K shares0.00%2025-09-302025-11-10 VXF VANGUARD INDEX FDS1.4K shares0.22%2025-09-302025-11-10 SCHP SCHWAB STRATEGIC TR9.0K sharesnew addition2025-09-302025-11-10 PRF INVESCO EXCHANGE TRADED FD T5.2K shares0.00%2025-09-302025-11-10 MAGS LISTED FDS TR3.5K sharesnew addition2025-09-302025-11-10 HD HOME DEPOT INC498 sharesnew addition2025-09-302025-11-10 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available