Geometric Wealth Advisors Purchases and Sells in Q3 2024

Geometric Wealth Advisors

$518 Million
Q3 2024

Top Buys

Incresed Positions

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAC	175K + 2.45%	$31.05 - $34.29 $5.45M - $6.02M	7.33M $251M
DFIP	48.2K + 12.62%	$40.69 - $42.46 $1.96M - $2.04M	430K $18.2M
AVUS	1.72K + 3.46%	$86.27 - $95.15 $148K - $163K	51.3K $4.88M
IVV	445 + 23.76%	$520.18 - $576.82 $231K - $257K	2.32K $1.34M
QQQ	268 + 12.97%	$434.77 - $502.96 $117K - $135K	2.33K $1.14M
VOO	95 + 4.12%	$475.2 - $527.7 $45.1K - $50.1K	2.4K $1.27M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CVNA	22.6K New	$122.32 - $175.15 $2.76M - $3.96M	22.6K $3.93M
BND	3.43K New	$71.45 - $75.64 $245K - $259K	3.43K $257K
HD	519 New	$333.64 - $405.2 $173K - $210K	519 $210K
PRF	5.18K New	$37.33 - $40.63 $193K - $210K	5.18K $210K
AMERICAN CENTY ETF TR	200K New	N/A	200K $0
DFSI	11.4K New	N/A	11.4K $0

Top Sells

Reduced Positions

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOOG	-670 - 9.93%	$149.54 - $192.66 $100K - $129K	6.08K $1.02M
AMZN	-20 - 0.16%	$161.02 - $200.0 $3.22K - $4K	12.7K $2.36M
MSFT	-39 - 1.09%	$395.15 - $467.56 $15.4K - $18.2K	3.54K $1.52M
DFSD	-1.54K - 12.32%	$47.0 - $47.84 $72.5K - $73.8K	11K $523K
IEMG	-506 - 2.75%	$53.64 - $53.64 $27.1K - $27.1K	17.9K $960K
DFEM	-845 - 5.1%	$25.21 - $28.46 $21.3K - $24K	15.7K $442K

Activity Summary All Purchases 27 New Holdings 8 Increased Positions 19 All Sells 16 Reductions 16 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.