Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Geometric Wealth Advisors (CIK 1900576) reported $798.6M across 85 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($338.0M, 42.32%), DFAX ($253.2M, 31.71%), AVNM ($54.4M, 6.81%), AVUS ($48.5M, 6.07%), DFIP ($21.3M, 2.67%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $338.0M | 42.32% | 8.7M | Added |
| 2 | DFAX | DIMENSIONAL ETF TRUST | $253.2M | 31.71% | 7.5M | Added |
| 3 | AVNM | AMERICAN CENTY ETF TR | $54.4M | 6.81% | 713,554 | Added |
| 4 | AVUS | AMERICAN CENTY ETF TR | $48.5M | 6.07% | 436,101 | Added |
| 5 | DFIP | DIMENSIONAL ETF TRUST | $21.3M | 2.67% | 511,563 | Trimmed |
| 6 | DFGR | DIMENSIONAL ETF TRUST | $11.8M | 1.48% | 444,723 | Added |
| 7 | VTI | VANGUARD INDEX FDS | $4.5M | 0.56% | 13,929 | Added |
| 8 | AAPL | APPLE INC | $4.3M | 0.54% | 16,867 | Added |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | $3.1M | 0.39% | 4,738 | Added |
| 10 | CVNA | CARVANA CO | $3.0M | 0.37% | 9,444 | Trimmed |
| 11 | VUG | VANGUARD INDEX FDS | $2.7M | 0.34% | 6,149 | Hold |
| 12 | AMZN | AMAZON COM INC | $2.5M | 0.31% | 11,995 | Added |
| 13 | SCHB | SCHWAB STRATEGIC TR | $2.2M | 0.28% | 89,306 | Trimmed |
| 14 | VOO | VANGUARD INDEX FDS | $2.1M | 0.26% | 3,458 | Added |
| 15 | IVV | ISHARES TR | $1.7M | 0.22% | 2,654 | Hold |
| 16 | SCHF | SCHWAB STRATEGIC TR | $1.8M | 0.22% | 71,881 | Added |
| 17 | IEMG | ISHARES INC | $1.7M | 0.21% | 24,330 | Added |
| 18 | BNDW | VANGUARD SCOTTSDALE FDS | $1.5M | 0.19% | 22,251 | Added |
| 19 | VEA | VANGUARD TAX-MANAGED FDS | $1.5M | 0.18% | 23,021 | Added |
| 20 | MSFT | MICROSOFT CORP | $1.4M | 0.18% | 3,884 | Trimmed |
| 21 | VTV | VANGUARD INDEX FDS | $1.4M | 0.18% | 7,307 | Added |
| 22 | QQQ | INVESCO QQQ TR | $1.4M | 0.18% | 2,476 | Added |
| 23 | DFSD | DIMENSIONAL ETF TRUST | $1.3M | 0.16% | 26,258 | Added |
| 24 | ETN | EATON CORP PLC | $1.2M | 0.15% | 3,422 | Added |
| 25 | DFIC | DIMENSIONAL ETF TRUST | $1.2M | 0.15% | 33,948 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31