Geometric Wealth Advisors Purchases and Sells in Q1 2025

Geometric Wealth Advisors

$561 Million
Q1 2025

Top Buys

Incresed Positions

36 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAX	368K + 4.87%	$24.45 - $27.2 $9M - $10M	7.93M $208M
AVUS	199K + 386.45%	$90.7 - $101.57 $18M - $20.2M	250K $23.1M
DFIP	46.9K + 10.39%	$40.27 - $42.11 $1.89M - $1.97M	498K $21M
VTV	2.5K + 60.93%	$167.73 - $179.21 $419K - $448K	6.61K $1.14M
VWO	6.12K + 73.03%	$42.5 - $46.71 $260K - $286K	14.5K $656K
VO	1.03K + 101.08%	$251.87 - $277.95 $260K - $287K	2.05K $530K

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BNDW	8.82K New	$67.41 - $69.37 $595K - $612K	8.82K $607K
VGK	3.66K New	$63.07 - $73.5 $231K - $269K	3.66K $256K
ORCL	1.77K New	$139.81 - $186.47 $247K - $329K	1.77K $247K
DFSB	11.7K New	N/A	11.7K $0
TIDAL TR II	24.3K New	N/A	24.3K $0

Top Sells

Reduced Positions

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	-6.71K - 36.34%	$271.18 - $303.12 $1.82M - $2.03M	11.8K $3.23M
BND	-27.8K - 89.92%	$71.17 - $73.66 $1.98M - $2.05M	3.12K $229K
GOOGL	-4.22K - 72.77%	$154.33 - $206.19 $651K - $870K	1.58K $244K
GOOG	-1.81K - 29.12%	$156.06 - $207.71 $282K - $376K	4.4K $687K
SPY	-80 - 1.47%	$551.42 - $612.93 $44.1K - $49K	5.35K $2.99M
DFCF	-3.78K - 26.68%	$40.79 - $42.32 $154K - $160K	10.4K $437K

Activity Summary All Purchases 41 New Holdings 5 Increased Positions 36 All Sells 13 Reductions 13 Sold out 0 Calls 0 Puts 0

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