Geometric Wealth Advisors Portfolio Holdings
Geometric Wealth Advisors
- $417 Million
- Q1 2024
Geometric Wealth Advisors has filed its 13F form on May 07, 2024 for Q1 2024 where it was disclosed a total value porftolio of $417 Million distributed in 47 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $214M, Dimensional ETF Tr with a value of $164M, Dimensional ETF Tr Inflation P with a value of $5.89M, American Centy ETF Tr Avantis with a value of $4.73M, and Apple Inc. with a value of $3.01M.
Examining the 13F form we can see an increase of $43.1M in the current position value, from $374M to 417M.
Below you can find more details about Geometric Wealth Advisors portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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