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Geometric Wealth Advisors13F | |
| Geometric Wealth Advisors | |
| Last update 2025-05-09 | 71 Stocks (5 new) |
| Value $585.00 Mil | Turnover 7 % |
Geometric Wealth Advisors Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFAC | Dimensional U.S. Core Equity 2 ETF | 7,764,224 | 256,141.8 | +3.54% | 43.770 | +1.50% | 0.810 | +16.10% | +6.16% | 35,420.4 | ||
DFAX |
Dimensional World ex U.S. Core Equity 2 ETF
Dimensional World ex U.S. Core Equity 2 ETF
| 7,930,849 | 207,788.2 | +4.87% | 35.510 | +1.65% | 2.720 | +16.12% | +21.01% | 8,836.2 | ||
AVUS | Avantis U.S. Equity ETF | 250,323 | 23,124.8 | +386.45% | 3.950 | +3.14% | 0.300 | +16.59% | +6.44% | 8,880.1 | ||
DFIP |
Dimensional Inflation-Protected Securities ETF
Dimensional Inflation-Protected Securities ETF
| 497,976 | 20,970.3 | +10.39% | 3.580 | +0.34% | 2.350 | -0.15% | +5.08% | 920.3 | ||
AVNM |
Avantis All International Markets Equity ETF
Avantis All International Markets Equity ETF
| 218,321 | 12,730.7 | +0.49% | 2.180 | +0.01% | 7.330 | +16.38% | +21.99% | 316.7 | ||
DFGR | Dimensional Global Real Estate ETF | 345,081 | 9,061.8 | +5.05% | 1.550 | +0.07% | 0.380 | +5.38% | +6.86% | 2,542.3 | ||
CVNA | Carvana Co | 19,850 | 4,150.2 | 0% | 0.710 | 0% | 0.010 | +91.61% | +71.29% | 47,032.7 | Vehicles & Parts | |
AAPL | Apple Inc | 17,722 | 3,936.7 | +0.52% | 0.670 | 0% | 0.000 | +5.24% | -14.52% | 3,189,545.6 | Hardware | |
VTI | Vanguard Total Stock Market ETF | 11,757 | 3,231.3 | -36.34% | 0.550 | -0.35% | 0.000 | +17.05% | +6.98% | 450,247.8 | ||
SPY | SPDR S&P 500 ETF Trust | 5,349 | 2,992.2 | -1.47% | 0.510 | -0.01% | 0.000 | +16.86% | +7.34% | 643,153.0 |
Geometric Wealth Advisors's Historical Top Holdings Breakdowns
Geometric Wealth Advisors's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AVUS | Avantis U.S. Equity ETF | 2025-03-31 | Add Add | +3.14% | 90.7 ($97.44) 101.57 | $102.53 | 5.22% | Add 386.45% | 250,323 | 198,864 | |
DFAX |
Dimensional World ex U.S. Core Equity 2 ETF
Dimensional World ex U.S. Core Equity 2 ETF
| 2025-03-31 | Add Add | +1.65% | 24.45 ($25.96) 27.21 | $29.63 | 14.14% | Add 4.87% | 7,930,849 | 367,993 | |
DFAC | Dimensional U.S. Core Equity 2 ETF | 2025-03-31 | Add Add | +1.50% | 32.42 ($34.71) 36.1 | $36.52 | 5.21% | Add 3.54% | 7,764,224 | 265,453 | |
BND | Vanguard Total Bond Market ETF | 2025-03-31 | Reduce Reduce | -0.36% | 71.17 ($72.57) 73.66 | $73.08 | 0.70% | Reduce -89.92% | 3,120 | -27,842 | |
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Reduce Reduce | -0.35% | 271.18 ($290.53) 303.12 | $308.03 | 6.02% | Reduce -36.34% | 11,757 | -6,712 | |
DFIP |
Dimensional Inflation-Protected Securities ETF
Dimensional Inflation-Protected Securities ETF
| 2025-03-31 | Add Add | +0.34% | 40.27 ($41.25) 42.11 | $41.69 | 1.07% | Add 10.39% | 497,976 | 46,864 | |
GOOGL | Alphabet Inc | 2025-03-31 | Reduce Reduce | -0.15% | 154.33 ($181.36) 206.38 | $179.53 | -1.01% | Reduce -72.77% | 1,579 | -4,220 | |
DFSB |
Dimensional Global Sustainability Fixed Income ETF
Dimensional Global Sustainability Fixed Income ETF
| 2025-03-31 | New Buy New Buy | +0.10% | 50.2 ($51.21) 51.96 | $52.38 | 2.27% | New holding | 11,712 | 11,712 | |
BNDW | Vanguard Total World Bond ETF | 2025-03-31 | New Buy New Buy | +0.10% | 67.41 ($68.42) 69.37 | $68.98 | 0.82% | New holding | 8,822 | 8,822 | |
XMAG | Defiance Large Cap ex-Mag 7 ETF | 2025-03-31 | New Buy New Buy | +0.08% | 19.17 ($20.16) 20.97 | $21.43 | 6.32% | New holding | 24,306 | 24,306 |
Geometric Wealth Advisors Total Holding History ($B)
Geometric Wealth Advisors's Asset Allocation
Geometric Wealth Advisors Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Geometric Wealth Advisors's Hypothetical Growth since 2025-03-31
Geometric Wealth Advisors's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Geometric Wealth Advisors's Holdings Heat Map
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Geometric Wealth Advisors's Holdings Bubble Chart
Geometric Wealth Advisors News
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