The Analysis of Geometric Wealth Advisors's Holdings
Currently, Geometric Wealth Advisors holds 80 types of securities in its portfolio with a total value $777.4M. In the most recent quarter, they have increased their positions in DFAC (+66.4K shares, valued at $2.6M), DFAX (+57.4K shares, valued at $1.9M), AVNM (+9.9K shares, valued at $731.2K); decreased their positions in CVNA (-2.9K shares, valued at $1.2M), AVUS (-2.2K shares, valued at $241.3K), N/A (-337 shares, valued at $211.4K); initiated new positions in N/A (+2.2K shares, valued at $230.6K), DFSV (+6.4K shares, valued at $211.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST8.6M shares0.78%2025-12-312026-02-06
DFAX DIMENSIONAL ETF TRUST7.3M shares0.79%2025-12-312026-02-06 AVNM AMERICAN CENTY ETF TR684.4K shares1.47%2025-12-312026-02-06 AVUS AMERICAN CENTY ETF TR386.2K shares-0.56%2025-12-312026-02-06 DFIP DIMENSIONAL ETF TRUST525.9K shares0.90%2025-12-312026-02-06 DFGR DIMENSIONAL ETF TRUST423.5K shares5.76%2025-12-312026-02-06 CVNA CARVANA CO11.0K shares-21.01%2025-12-312026-02-06 AAPL APPLE INC16.7K shares-2.41%2025-12-312026-02-06 VTI VANGUARD INDEX FDS12.3K shares1.14%2025-12-312026-02-06 SPY SPDR S&P 500 ETF TR4.5K shares1.03%2025-12-312026-02-06 VUG VANGUARD INDEX FDS6.1K shares-0.66%2025-12-312026-02-06 AMZN AMAZON COM INC11.6K shares-3.24%2025-12-312026-02-06 SCHB SCHWAB STRATEGIC TR90.4K shares-0.42%2025-12-312026-02-06 MSFT MICROSOFT CORP4.2K shares-0.74%2025-12-312026-02-06 IVV ISHARES TR2.7K shares-1.41%2025-12-312026-02-06 IEMG ISHARES INC21.7K shares0.00%2025-12-312026-02-06 VTV VANGUARD INDEX FDS6.9K shares-0.84%2025-12-312026-02-06 VEA VANGUARD TAX-MANAGED FDS20.0K shares0.24%2025-12-312026-02-06 BNDW VANGUARD SCOTTSDALE FDS17.9K shares13.11%2025-12-312026-02-06 DFSD DIMENSIONAL ETF TRUST25.6K shares-0.64%2025-12-312026-02-06 DFIC DIMENSIONAL ETF TRUST33.9K shares0.00%2025-12-312026-02-06 XLK SELECT SECTOR SPDR TR8.0K shares95.59%2025-12-312026-02-06 SCHF SCHWAB STRATEGIC TR46.5K shares-1.61%2025-12-312026-02-06 ALPHABET INC ALPHABET INC3.5K shares-0.48%2025-12-312026-02-06 VTEC VANGUARD CALIF TAX FREE FDS10.6K shares1.08%2025-12-312026-02-06 VB VANGUARD INDEX FDS3.8K shares0.00%2025-12-312026-02-06 IBM INTERNATIONAL BUSINESS MACHS3.3K shares-5.67%2025-12-312026-02-06 SCHZ SCHWAB STRATEGIC TR39.8K shares15.48%2025-12-312026-02-06 IVW ISHARES TR6.8K shares0.00%2025-12-312026-02-06 META META PLATFORMS INC1.2K shares-15.15%2025-12-312026-02-06 KO COCA COLA CO11.6K shares0.14%2025-12-312026-02-06 IVE ISHARES TR3.6K shares0.00%2025-12-312026-02-06 DFUS DIMENSIONAL ETF TRUST9.9K shares0.00%2025-12-312026-02-06 ITOT ISHARES TR4.9K shares1.04%2025-12-312026-02-06 SHV ISHARES TR6.4K shares1.33%2025-12-312026-02-06 SO SOUTHERN CO8.0K shares0.00%2025-12-312026-02-06 DFSB DIMENSIONAL ETF TRUST13.2K shares2.38%2025-12-312026-02-06 DFCF DIMENSIONAL ETF TRUST16.0K shares50.21%2025-12-312026-02-06 VXUS VANGUARD STAR FDS8.7K shares12.57%2025-12-312026-02-06 DFSU DIMENSIONAL ETF TRUST14.2K shares0.21%2025-12-312026-02-06 IWS ISHARES TR4.2K shares0.00%2025-12-312026-02-06 VO VANGUARD INDEX FDS2.0K shares0.00%2025-12-312026-02-06 SCHG SCHWAB STRATEGIC TR16.7K shares0.00%2025-12-312026-02-06 IJK ISHARES TR5.5K shares0.00%2025-12-312026-02-06 ALPHABET INC ALPHABET INC1.7K shares0.24%2025-12-312026-02-06 DFEM DIMENSIONAL ETF TRUST15.7K shares0.00%2025-12-312026-02-06 XMAG TIDAL TRUST II22.4K shares0.53%2025-12-312026-02-06 SCHX SCHWAB STRATEGIC TR18.3K shares3.21%2025-12-312026-02-06 SCHA SCHWAB STRATEGIC TR16.8K shares2.21%2025-12-312026-02-06 VT VANGUARD INTL EQUITY INDEX F3.4K shares0.03%2025-12-312026-02-06 SCHV SCHWAB STRATEGIC TR14.8K shares3.19%2025-12-312026-02-06 XLV SELECT SECTOR SPDR TR2.8K shares2.08%2025-12-312026-02-06 SCHE SCHWAB STRATEGIC TR13.2K shares0.24%2025-12-312026-02-06 JPM JPMORGAN CHASE & CO.1.3K shares4.66%2025-12-312026-02-06 DFSI DIMENSIONAL ETF TRUST9.9K shares0.52%2025-12-312026-02-06 NVDA NVIDIA CORPORATION2.2K shares0.40%2025-12-312026-02-06 CME CME GROUP INC1.5K shares0.00%2025-12-312026-02-06 ALL ALLSTATE CORP1.9K shares0.00%2025-12-312026-02-06 DFAT DIMENSIONAL ETF TRUST6.5K shares-11.36%2025-12-312026-02-06 SCHP SCHWAB STRATEGIC TR14.2K shares58.17%2025-12-312026-02-06 JNJ JOHNSON & JOHNSON1.8K shares-2.21%2025-12-312026-02-06 USHY ISHARES TR9.5K shares2.30%2025-12-312026-02-06 DUSB DIMENSIONAL ETF TRUST7.0K shares1.29%2025-12-312026-02-06 NFLX NETFLIX INC3.8K shares889.45%2025-12-312026-02-06 VWO VANGUARD INTL EQUITY INDEX F6.3K shares-5.64%2025-12-312026-02-06 SCHC SCHWAB STRATEGIC TR7.2K shares-2.92%2025-12-312026-02-06 V VISA INC891 shares-21.15%2025-12-312026-02-06 VGK VANGUARD INTL EQUITY INDEX F3.7K shares0.00%2025-12-312026-02-06 AXON AXON ENTERPRISE INC500 shares-0.20%2025-12-312026-02-06 VXF VANGUARD INDEX FDS1.4K shares0.22%2025-12-312026-02-06 IEFA ISHARES TR3.1K shares-15.12%2025-12-312026-02-06 IWF ISHARES TR573 shares-15.49%2025-12-312026-02-06 MERCK & CO INC MERCK & CO INC2.2K sharesnew addition2025-12-312026-02-06 MAGS LISTED FDS TR3.5K shares0.00%2025-12-312026-02-06 DFSV DIMENSIONAL ETF TRUST6.4K sharesnew addition2025-12-312026-02-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available