account_balance

Investment manager · 13F filer · SEC CIK 1900576

Geometric Wealth Advisors

Reported value$949Mas of Sep 30, 2026
Positions101 9 new, 2 sold out
Top 10 weight92.3%DFAC alone is 43%
FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
DFAC Dimensional ETF Trust 43.0% Held
DFAX Dimensional ETF Trust 31.2% Added +3%
AVNM American Centy ETF Tr 6.5% Held
AVUS American Centy ETF Tr 6.0% Held
DFIP Dimensional ETF Trust 2.2% Held
DFGR Dimensional ETF Trust 1.4% Added +3%
VTI Vanguard Index FDS 0.6% Added +2%
AAPL Apple Inc. 0.6% Added +2%SPY SPDR S&P 500 ETF Trust 0.4% Held
BND Vanguard Bd Index FDS 0.4% New
AMZN Amazon.com Inc 0.4% Added +8%
VUG Vanguard Index FDS 0.4% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Aug 11, 2026 filing
add_circleNew
  • BND $3.51M
  • VTIP $2.29M
  • AVSF $391K
  • AVIG $387K
arrow_upwardAdded
arrow_downwardTrimmed

None

remove_circleSold out
  • DFSD $1.28M
  • SCHP $399K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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