Geometric Wealth Advisors Incresed Positions in Q3 2025

Geometric Wealth Advisors

  • $688 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
468K
+ 5.82%
$36.04 - $38.78 $16.9M - $18.1M
8.5M $328M
DFAX
Dimensional ETF Tr
295K
+ 4.22%
$29.25 - $31.56 $8.64M - $9.32M
7.29M $229M
AVUS
American Centy ETF Tr Avantis

ETFs
842
+ 0.22%
$101.2 - $109.16 $85.2K - $91.9K
388K $42.2M
DFIP
Dimensional ETF Tr Inflation P

ETFs
22.4K
+ 4.49%
$41.6 - $42.66 $932K - $956K
521K $22M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
700
+ 28.03%
$567.77 - $614.76 $397K - $430K
3.2K $1.96M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
13.2K
+ 62.26%
$22.9 - $23.58 $302K - $311K
34.4K $807K
VTI
Vanguard Total Stock Market Et

ETFs
53
+ 0.44%
$303.93 - $329.86 $16.1K - $17.5K
12.2K $3.99M
DFSD
Dimensional ETF Tr Short Durat

ETFs
5.87K
+ 29.52%
$47.86 - $48.43 $281K - $284K
25.7K $1.24M
SPY
Spdr S&P 500 ETF Trust

ETFs
90
+ 2.05%
$617.65 - $666.84 $55.6K - $60K
4.47K $2.98M
IVV
Ishares Core S&P 500 ETF

ETFs
218
+ 8.81%
$620.67 - $670.08 $135K - $146K
2.69K $1.8M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.08K
+ 1.21%
$23.82 - $25.84 $25.8K - $28K
90.8K $2.33M
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
2.76K
+ 21.06%
$68.58 - $69.85 $189K - $193K
15.9K $1.11M
VTV
Vanguard Value ETF

ETFs
429
+ 6.54%
$175.51 - $186.57 $75.3K - $80K
6.99K $1.3M
VEA
Vanguard Ftse Developed Market

ETFs
428
+ 2.19%
$56.02 - $60.3 $24K - $25.8K
20K $1.2M
IWF
Ishares Russell 1000 Gr ETF

ETFs
116
+ 20.64%
$420.11 - $472.68 $48.7K - $54.8K
678 $317K
NVDA
Nvidia Corp

Technology
94
+ 4.39%
$153.3 - $186.58 $14.4K - $17.5K
2.24K $417K
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.43K
+ 9.53%
$25.29 - $28.33 $36.3K - $40.6K
16.5K $459K
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.14K
+ 8.62%
$27.61 - $29.15 $31.5K - $33.3K
14.4K $418K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
327
+ 5.19%
$49.43 - $54.52 $16.2K - $17.8K
6.63K $359K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
48
+ 0.63%
$68.24 - $73.73 $3.28K - $3.54K
7.71K $566K
IEMG
Ishares Inc

ETFs
700
+ 3.33%
N/A
21.7K $1.17M
SCHC
Schwab Strategic Tr Intl Small

ETFs
85
+ 1.16%
$42.28 - $45.71 $3.59K - $3.89K
7.39K $336K
VXF
Vanguard Extended Market ETF

ETFs
3
+ 0.22%
$193.58 - $213.07 $581 - $639
1.36K $283K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
120
+ 1.14%
$41.8 - $43.15 $5.02K - $5.18K
10.7K $456K
American Centy ETF Tr
3.82K
+ 0.57%
N/A
674K $0
Dimensional ETF Trust
32.8K
+ 8.92%
N/A
400K $0
Tidal Trust Ii
4
+ 0.02%
N/A
22.3K $0
DFSB
Dimensional ETF Tr Dimensional
1.65K
+ 14.58%
N/A
12.9K $0
DFSU
Dimensional ETF Tr Dimen Us Su
2.54K
+ 21.72%
N/A
14.2K $0
KO
Coca Cola CO

Consumer Defensive
111
+ 0.97%
$65.67 - $71.67 $7.29K - $7.96K
11.6K $768K
Activity Summary
Buys All Purchases 38 New Holdings 7 Increased Positions 31 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Geometric Wealth Advisors Portfolio

Follow Geometric Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geometric Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Geometric Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email