Geometric Wealth Advisors Incresed Positions in Q4 2024

Geometric Wealth Advisors

  • $529 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
171K
+ 2.33%
$33.92 - $36.6 $5.8M - $6.26M
7.5M $259M
VTI
Vanguard Total Stock Market Et

ETFs
10.9K
+ 145.3%
$280.04 - $302.45 $3.06M - $3.31M
18.5K $5.35M
BND
Vanguard Bd Index Fd Inc Total

ETFs
27.5K
+ 803.74%
$71.75 - $75.11 $1.98M - $2.07M
31K $2.23M
AMZN
Amazon Com Inc

Consumer Cyclical
86
+ 0.68%
$180.88 - $232.93 $15.6K - $20K
12.8K $2.8M
GOOG
Alphabet Inc.

Communication Services
135
+ 2.22%
$163.08 - $198.16 $22K - $26.8K
6.21K $1.18M
SCHX
Schwab Strategic Tr Us Large C

ETFs
14.2K
+ 389.87%
$22.4 - $68.28 $317K - $967K
17.8K $412K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.65K
+ 77.18%
$44.04 - $49.49 $161K - $181K
8.38K $369K
SPY
Spdr S&P 500 ETF Trust

ETFs
133
+ 2.51%
$567.81 - $607.81 $75.5K - $80.8K
5.43K $3.18M
AVUS
American Centy ETF Tr Avantis

ETFs
180
+ 0.35%
$94.36 - $102.06 $17K - $18.4K
51.5K $4.99M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
3.05K
+ 27.34%
$41.17 - $43.34 $125K - $132K
14.2K $586K
DFIP
Dimensional ETF Tr Inflation P

ETFs
21.2K
+ 4.94%
$40.31 - $42.43 $856K - $901K
451K $18.3M
DFSD
Dimensional ETF Tr Short Durat

ETFs
2.09K
+ 19.07%
$46.75 - $47.8 $97.8K - $100K
13.1K $612K
IVV
Ishares Core S&P 500 ETF

ETFs
100
+ 4.31%
$570.51 - $610.59 $57.1K - $61.1K
2.42K $1.42M
VB
Vanguard Small Cap ETF

ETFs
300
+ 8.53%
$233.76 - $261.58 $70.1K - $78.5K
3.82K $917K
SCHA
Schwab Strategic Tr Us Small C

ETFs
9.66K
+ 132.88%
$25.33 - $51.16 $245K - $494K
16.9K $437K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.55K
+ 21.49%
$58.88 - $64.8 $91K - $100K
8.74K $514K
JPM
Jpmorgan Chase & CO

Financial Services
49
+ 4.25%
$205.18 - $250.29 $10.1K - $12.3K
1.2K $288K
VEA
Vanguard Ftse Developed Market

ETFs
2.31K
+ 15.16%
$47.57 - $52.44 $110K - $121K
17.5K $839K
VTV
Vanguard Value ETF

ETFs
308
+ 8.11%
$168.32 - $181.87 $51.8K - $56K
4.11K $694K
SCHG
Schwab Strategic Tr Us Large C

ETFs
12.5K
+ 300.0%
$25.93 - $105.3 $325K - $1.32M
16.7K $465K
META
Meta Platforms, Inc.

Communication Services
6
+ 0.43%
$554.08 - $632.68 $3.32K - $3.8K
1.41K $833K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2
+ 0.08%
$521.84 - $558.82 $1.04K - $1.12K
2.4K $1.29M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
11.2K
+ 119.11%
$22.63 - $47.53 $252K - $530K
20.5K $465K
VO
Vanguard Mid Cap ETF

ETFs
64
+ 6.69%
$261.5 - $284.63 $16.7K - $18.2K
1.02K $269K
IEMG
Ishares Inc

ETFs
166
+ 0.93%
N/A
18.1K $969K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
23
+ 2.07%
$442.29 - $483.08 $10.2K - $11.1K
1.13K $513K
DFSE
Dimensional ETF Tr Dimen Emrgn
654
+ 10.3%
N/A
7K $0
Dimensional ETF Trust
14K
+ 4.46%
N/A
328K $0
DFSI
Dimensional ETF Tr Dimen Intl
2.11K
+ 18.57%
N/A
13.5K $0
American Centy ETF Tr
16.9K
+ 8.42%
N/A
217K $0
SCHV
Schwab Strategic Tr Us Large C

ETFs
8.88K
+ 206.77%
$25.79 - $80.4 $229K - $714K
13.2K $343K
IWS
Ishares Russell Midcap Value E

ETFs
67
+ 1.61%
$128.08 - $140.32 $8.58K - $9.4K
4.22K $546K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
27.2K
+ 121.25%
$18.41 - $40.87 $502K - $1.11M
49.7K $919K
HD
Home Depot, Inc.

Consumer Cyclical
4
+ 0.77%
$385.02 - $431.37 $1.54K - $1.73K
523 $203K
MSFT
Microsoft Corp

Technology
52
+ 1.47%
$406.35 - $454.46 $21.1K - $23.6K
3.59K $1.51M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
731
+ 5.39%
$26.63 - $30.23 $19.5K - $22.1K
14.3K $380K
SCHC
Schwab Strategic Tr Intl Small

ETFs
464
+ 5.04%
$33.93 - $38.37 $15.7K - $17.8K
9.67K $331K
JNJ
Johnson & Johnson

Healthcare
19
+ 1.26%
$143.34 - $165.86 $2.72K - $3.15K
1.52K $219K
SO
Southern CO

Utilities
17
+ 0.21%
$81.5 - $94.15 $1.39K - $1.6K
8.02K $660K
KO
Coca Cola CO

Consumer Defensive
10
+ 0.09%
$61.74 - $71.71 $617 - $717
11.4K $709K
DFAX
Dimensional ETF Tr
365K
+ 5.07%
$24.76 - $27.04 $9.03M - $9.86M
7.56M $188M
Activity Summary
Buys All Purchases 44 New Holdings 2 Increased Positions 42 Sells All Sells 6 Reductions 6 Sold out 0 Options Calls 0 Puts 0
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