Geometric Wealth Advisors Purchases and Sells in Q1 2024

Geometric Wealth Advisors

$417 Million
Q1 2024

Top Buys

Incresed Positions

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAC	293K + 4.56%	$28.62 - $31.95 $8.37M - $9.35M	6.7M $214M
DFAX	236K + 3.8%	$23.42 - $25.45 $5.53M - $6.01M	6.44M $164M
IVV	884 + 89.38%	$469.56 - $525.73 $415K - $465K	1.87K $984K
DFIP	7.61K + 5.63%	$40.58 - $41.54 $309K - $316K	143K $5.89M
SCHB	290 + 1.03%	$54.61 - $61.05 $15.8K - $17.7K	28.4K $1.73M
VTI	82 + 1.5%	$232.77 - $260.14 $19.1K - $21.3K	5.55K $1.44M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HOG	9.53K New	$32.45 - $43.94 $309K - $419K	9.53K $416K
JPM	1.15K New	$167.09 - $200.3 $193K - $231K	1.15K $230K
IBM	1.18K New	$159.16 - $197.78 $188K - $234K	1.18K $225K
XLK	979 New	$184.12 - $211.02 $180K - $207K	979 $203K

Top Sells

Reduced Positions

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFCF	-638 - 5.53%	$41.54 - $42.6 $26.5K - $27.2K	10.9K $456K
VXUS	-190 - 2.63%	$55.74 - $60.35 $10.6K - $11.5K	7.03K $423K
GOOGL	-20 - 0.43%	$131.4 - $153.51 $2.63K - $3.07K	4.6K $694K
VOO	-6 - 0.26%	$429.43 - $481.35 $2.58K - $2.89K	2.3K $1.11M
AMZN	-14 - 0.19%	$144.57 - $180.38 $2.02K - $2.53K	7.34K $1.32M

Activity Summary All Purchases 22 New Holdings 4 Increased Positions 18 All Sells 5 Reductions 5 Sold out 0 Calls 0 Puts 0

Track This Portfolio

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.