Geometric Wealth Advisors New Holdings in Q3 2024

Geometric Wealth Advisors

  • $518 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CVNA
Carvana Co.

Consumer Cyclical
22.6K
New
$122.32 - $175.15 $2.76M - $3.96M
22.6K $3.93M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.43K
New
$71.45 - $75.64 $245K - $259K
3.43K $257K
HD
Home Depot, Inc.

Consumer Cyclical
519
New
$333.64 - $405.2 $173K - $210K
519 $210K
PRF
Invesco Exchange Traded Fd Tr

ETFs
5.18K
New
$37.33 - $40.63 $193K - $210K
5.18K $210K
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
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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