Geometric Wealth Advisors Purchases and Sells in Q3 2025

Geometric Wealth Advisors

$688 Million
Q3 2025

Top Buys

Incresed Positions

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAC	468K + 5.82%	$36.04 - $38.78 $16.9M - $18.1M	8.5M $328M
DFAX	295K + 4.22%	$29.25 - $31.56 $8.64M - $9.32M	7.29M $229M
AVUS	842 + 0.22%	$101.2 - $109.16 $85.2K - $91.9K	388K $42.2M
DFIP	22.4K + 4.49%	$41.6 - $42.66 $932K - $956K	521K $22M
VOO	700 + 28.03%	$567.77 - $614.76 $397K - $430K	3.2K $1.96M
SCHZ	13.2K + 62.26%	$22.9 - $23.58 $302K - $311K	34.4K $807K

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SHV	6.34K New	$110.06 - $110.49 $697K - $700K	6.34K $700K
USHY	9.26K New	$37.14 - $37.85 $344K - $351K	9.26K $349K
SCHP	8.99K New	$26.44 - $27.1 $238K - $244K	8.99K $242K
HD	498 New	$357.4 - $423.42 $178K - $211K	498 $201K
DIMENSIONAL ETF TRUST	6.9K New	N/A	6.9K $0
LISTED FDS TR	3.47K New	N/A	3.47K $0

Top Sells

Reduced Positions

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CVNA	-2.55K - 15.46%	$326.09 - $392.66 $831K - $1M	13.9K $5.26M
MSFT	-539 - 11.4%	$491.09 - $535.64 $265K - $289K	4.19K $2.17M
NFLX	-59 - 13.47%	$1147.87 - $1297.18 $67.7K - $76.5K	379 $454K
META	-33 - 2.22%	$695.21 - $791.73 $22.9K - $26.1K	1.45K $1.07M
DFSI	-1.39K - 12.38%	N/A	9.82K $0
JPM	-25 - 1.94%	$282.78 - $316.06 $7.07K - $7.9K	1.27K $399K

Activity Summary All Purchases 38 New Holdings 7 Increased Positions 31 All Sells 10 Reductions 10 Sold out 0 Calls 0 Puts 0

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