Geometric Wealth Advisors Purchases in Q3 2024

Geometric Wealth Advisors

  • $518 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
175K
+ 2.45%
$31.05 - $34.29 $5.45M - $6.02M
7.33M $251M
CVNA
Carvana Co.

Consumer Cyclical
22.6K
New
$122.32 - $175.15 $2.76M - $3.96M
22.6K $3.93M
DFIP
Dimensional ETF Tr Inflation P

ETFs
48.2K
+ 12.62%
$40.69 - $42.46 $1.96M - $2.04M
430K $18.2M
AVUS
American Centy ETF Tr Avantis

ETFs
1.72K
+ 3.46%
$86.27 - $95.15 $148K - $163K
51.3K $4.88M
IVV
Ishares Core S&P 500 ETF

ETFs
445
+ 23.76%
$520.18 - $576.82 $231K - $257K
2.32K $1.34M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.43K
New
$71.45 - $75.64 $245K - $259K
3.43K $257K
PRF
Invesco Exchange Traded Fd Tr

ETFs
5.18K
New
$37.33 - $40.63 $193K - $210K
5.18K $210K
HD
Home Depot, Inc.

Consumer Cyclical
519
New
$333.64 - $405.2 $173K - $210K
519 $210K
QQQ
Invesco Qqq Trust, Series 1

ETFs
268
+ 12.97%
$434.77 - $502.96 $117K - $135K
2.33K $1.14M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
95
+ 4.12%
$475.2 - $527.7 $45.1K - $50.1K
2.4K $1.27M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.6K
+ 20.68%
$45.2 - $47.87 $72.5K - $76.8K
9.36K $444K
SCHA
Schwab Strategic Tr Us Small C

ETFs
802
+ 12.4%
$46.9 - $51.96 $37.6K - $41.7K
7.27K $374K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
39
+ 0.17%
$36.98 - $41.55 $1.44K - $1.62K
22.5K $923K
ITOT
Ishares Core S&P Total U.S. St

ETFs
247
+ 6.35%
$113.41 - $125.62 $28K - $31K
4.13K $519K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
4
+ 0.03%
$25.45 - $29.53 $102 - $118
13.6K $395K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
14
+ 0.2%
$58.03 - $65.37 $812 - $915
7.19K $465K
SCHV
Schwab Strategic Tr Us Large C

ETFs
7
+ 0.16%
$73.43 - $80.37 $514 - $563
4.3K $345K
SCHC
Schwab Strategic Tr Intl Small

ETFs
6
+ 0.07%
$34.48 - $38.87 $207 - $233
9.2K $354K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
113
+ 1.03%
$41.34 - $43.55 $4.67K - $4.92K
11.1K $480K
SCHX
Schwab Strategic Tr Us Large C

ETFs
19
+ 0.53%
$61.11 - $67.85 $1.16K - $1.29K
3.63K $246K
American Centy ETF Tr
200K
New
N/A
200K $0
DFSI
Dimensional ETF Tr Dimen Intl
11.4K
New
N/A
11.4K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
6.35K
New
N/A
6.35K $0
DFSU
Dimensional ETF Tr Dimen Us Su
11K
New
N/A
11K $0
Dimensional ETF Trust
13.8K
+ 4.6%
N/A
314K $0
GOOGL
Alphabet Inc.

Communication Services
34
+ 0.59%
$148.65 - $191.18 $5.05K - $6.5K
5.8K $961K
Activity Summary
Buys All Purchases 27 New Holdings 8 Increased Positions 19 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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