Geometric Wealth Advisors Incresed Positions in Q2 2025

Geometric Wealth Advisors

  • $614 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
273K
+ 3.51%
$29.12 - $35.84 $7.94M - $9.77M
8.04M $288M
AVUS
American Centy ETF Tr Avantis

ETFs
137K
+ 54.82%
$81.38 - $100.82 $11.2M - $13.8M
388K $39.1M
MSFT
Microsoft Corp

Technology
1.03K
+ 27.96%
$354.56 - $497.45 $366K - $514K
4.73K $2.35M
VTI
Vanguard Total Stock Market Et

ETFs
359
+ 3.05%
$243.75 - $303.93 $87.5K - $109K
12.1K $3.68M
DFSD
Dimensional ETF Tr Short Durat

ETFs
8.56K
+ 75.71%
$47.09 - $48.01 $403K - $411K
19.9K $954K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
4.29K
+ 48.58%
$68.11 - $69.33 $292K - $297K
13.1K $908K
ETN
Eaton Corp PLC

Industrials
16
+ 0.47%
$246.52 - $356.99 $3.94K - $5.71K
3.39K $1.21M
META
Meta Platforms, Inc.

Communication Services
39
+ 2.7%
$484.66 - $738.09 $18.9K - $28.8K
1.49K $1.1M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
377
+ 0.42%
$19.1 - $23.83 $7.2K - $8.98K
89.7K $2.14M
VEA
Vanguard Ftse Developed Market

ETFs
1.43K
+ 7.89%
$45.65 - $57.01 $65.2K - $81.5K
19.5K $1.11M
IBM
International Business Machines Corp

Technology
1
+ 0.03%
$221.03 - $294.78 $221 - $295
3.49K $1.03M
ITOT
Ishares Core S&P Total U.S. St

ETFs
737
+ 18.06%
$108.12 - $135.04 $79.7K - $99.5K
4.82K $650K
AXON
Axon Enterprise, Inc.

Industrials
1
+ 0.2%
$497.13 - $827.94 $497 - $828
501 $414K
IEMG
Ishares Inc

ETFs
2.71K
+ 14.79%
N/A
21K $1.13M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
19
+ 0.77%
$456.74 - $568.03 $8.68K - $10.8K
2.5K $1.42M
JPM
Jpmorgan Chase & CO

Financial Services
70
+ 5.73%
$210.28 - $289.91 $14.7K - $20.3K
1.29K $374K
VB
Vanguard Small Cap ETF

ETFs
25
+ 0.66%
$193.73 - $237.37 $4.84K - $5.93K
3.84K $909K
GOOGL
Alphabet Inc.

Communication Services
136
+ 8.61%
$144.7 - $178.6 $19.7K - $24.3K
1.72K $302K
SCHV
Schwab Strategic Tr Us Large C

ETFs
38
+ 0.29%
$23.55 - $27.67 $895 - $1.05K
13.2K $366K
CME
Cme Group Inc.

Financial Services
2
+ 0.13%
$252.37 - $290.71 $505 - $581
1.5K $413K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
471
+ 2.27%
$22.68 - $23.28 $10.7K - $11K
21.2K $493K
V
Visa Inc.

Financial Services
20
+ 1.8%
$308.27 - $373.31 $6.17K - $7.47K
1.13K $401K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
161
+ 1.55%
$41.1 - $42.37 $6.62K - $6.82K
10.6K $446K
SO
Southern CO

Utilities
23
+ 0.29%
$84.91 - $92.56 $1.95K - $2.13K
8.03K $737K
Dimensional ETF Trust
22.6K
+ 6.54%
N/A
368K $0
DFSU
Dimensional ETF Tr Dimen Us Su
868
+ 8.04%
N/A
11.7K $0
American Centy ETF Tr
452K
+ 207.19%
N/A
671K $0
KO
Coca Cola CO

Consumer Defensive
45
+ 0.39%
$68.37 - $73.9 $3.08K - $3.33K
11.5K $811K
ALL
Allstate Corp

Financial Services
9
+ 0.48%
$180.53 - $212.64 $1.62K - $1.91K
1.88K $378K
JNJ
Johnson & Johnson

Healthcare
15
+ 0.83%
$146.36 - $159.82 $2.2K - $2.4K
1.81K $276K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
16
+ 1.44%
$483.48 - $539.8 $7.74K - $8.64K
1.13K $548K
DFIP
Dimensional ETF Tr Inflation P

ETFs
848
+ 0.17%
$41.11 - $42.42 $34.9K - $36K
499K $20.9M
AAPL
Apple Inc.

Technology
58
+ 0.33%
$172.42 - $223.89 $10K - $13K
17.8K $3.65M
Activity Summary
Buys All Purchases 39 New Holdings 5 Increased Positions 34 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Geometric Wealth Advisors Portfolio

Follow Geometric Wealth Advisors and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email