Geometric Wealth Advisors Incresed Positions in Q1 2025

Geometric Wealth Advisors

  • $561 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAX
Dimensional ETF Tr
368K
+ 4.87%
$24.45 - $27.2 $9M - $10M
7.93M $208M
AVUS
American Centy ETF Tr Avantis

ETFs
199K
+ 386.45%
$90.7 - $101.57 $18M - $20.2M
250K $23.1M
DFIP
Dimensional ETF Tr Inflation P

ETFs
46.9K
+ 10.39%
$40.27 - $42.11 $1.89M - $1.97M
498K $21M
VTV
Vanguard Value ETF

ETFs
2.5K
+ 60.93%
$167.73 - $179.21 $419K - $448K
6.61K $1.14M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.12K
+ 73.03%
$42.5 - $46.71 $260K - $286K
14.5K $656K
VO
Vanguard Mid Cap ETF

ETFs
1.03K
+ 101.08%
$251.87 - $277.95 $260K - $287K
2.05K $530K
XLV
Select Sector Spdr Fund Health

ETFs
1.46K
+ 53.3%
$137.61 - $149.68 $201K - $219K
4.21K $614K
VUG
Vanguard Growth ETF

ETFs
1.13K
+ 21.59%
$369.1 - $427.61 $419K - $485K
6.39K $2.37M
KO
Coca Cola CO

Consumer Defensive
29
+ 0.25%
$60.81 - $72.32 $1.76K - $2.1K
11.4K $818K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.26K
+ 4.54%
$18.36 - $20.51 $41.5K - $46.3K
52K $1.03M
VEA
Vanguard Ftse Developed Market

ETFs
559
+ 3.19%
$47.4 - $52.99 $26.5K - $29.6K
18.1K $920K
JNJ
Johnson & Johnson

Healthcare
276
+ 18.15%
$142.06 - $167.7 $39.2K - $46.3K
1.8K $298K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
429
+ 4.91%
$58.01 - $64.46 $24.9K - $27.7K
9.17K $569K
V
Visa Inc.

Financial Services
1
+ 0.09%
$306.92 - $362.71 $307 - $363
1.11K $389K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
700
+ 4.9%
$25.81 - $28.52 $18.1K - $20K
15K $413K
SCHC
Schwab Strategic Tr Intl Small

ETFs
383
+ 3.96%
$33.57 - $37.22 $12.9K - $14.3K
10K $360K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
234
+ 1.14%
$22.46 - $23.26 $5.26K - $5.44K
20.7K $480K
IEMG
Ishares Inc

ETFs
257
+ 1.42%
N/A
18.3K $983K
JPM
Jpmorgan Chase & CO

Financial Services
19
+ 1.58%
$225.19 - $279.95 $4.28K - $5.32K
1.22K $299K
SCHV
Schwab Strategic Tr Us Large C

ETFs
12
+ 0.09%
$25.77 - $27.6 $309 - $331
13.2K $350K
VT
Vanguard Total World Stk Index

ETFs
83
+ 2.51%
$115.08 - $123.97 $9.55K - $10.3K
3.39K $392K
Dimensional ETF Trust
16.6K
+ 5.05%
N/A
345K $0
American Centy ETF Tr
1.07K
+ 0.49%
N/A
218K $0
DFSI
Dimensional ETF Tr Dimen Intl
34
+ 0.25%
N/A
13.5K $0
META
Meta Platforms, Inc.

Communication Services
33
+ 2.34%
$576.36 - $736.67 $19K - $24.3K
1.45K $833K
DFSU
Dimensional ETF Tr Dimen Us Su
709
+ 7.02%
N/A
10.8K $0
QQQ
Invesco Qqq Trust, Series 1

ETFs
187
+ 8.01%
$468.34 - $539.52 $87.6K - $101K
2.52K $1.18M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
77
+ 3.21%
$507.05 - $563.67 $39K - $43.4K
2.48K $1.27M
SCHA
Schwab Strategic Tr Us Small C

ETFs
6
+ 0.04%
$23.16 - $27.04 $139 - $162
16.9K $396K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
571
+ 0.64%
$21.23 - $23.75 $12.1K - $13.6K
89.3K $1.92M
MSFT
Microsoft Corp

Technology
103
+ 2.87%
$375.39 - $447.2 $38.7K - $46.1K
3.69K $1.39M
ETN
Eaton Corp PLC

Industrials
1
+ 0.03%
$271.83 - $371.23 $272 - $371
3.38K $917K
AMZN
Amazon Com Inc

Consumer Cyclical
336
+ 2.63%
$190.26 - $242.06 $63.9K - $81.3K
13.1K $2.49M
AAPL
Apple Inc.

Technology
92
+ 0.52%
$209.68 - $247.1 $19.3K - $22.7K
17.7K $3.94M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
265K
+ 3.54%
$32.42 - $36.13 $8.61M - $9.59M
7.76M $256M
Activity Summary
Buys All Purchases 41 New Holdings 5 Increased Positions 36 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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