Geometric Wealth Advisors
Q1 2025 13F Holdings
- Locationwashington, DC
- Num holdings
71
- Value ($000)
$585,232
- Date Filed05/09/2025
- Form type13F-HR
- CIK0001900576
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $256.14M | 44 % | 7,764,224 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $207.79M | 36 % | 7,930,849 | ||
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $23.12M | 4 % | 250,323 | ||
DFIP DIMENSIONAL ETF TRUST | INFLATION PROTE | 25434V856 | $20.97M | 4 % | 497,976 | ||
AVNM AMERICAN CENTY ETF TR | AVANTIS ALL INT | 025072174 | $12.73M | 2 % | 218,321 | ||
DFGR DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 | $9.06M | 2 % | 345,081 | ||
CVNA CARVANA CO | CL A | 146869102 | $4.15M | 1 % | 19,850 | ||
AAPL APPLE INC | COM | 037833100 | $3.94M | 1 % | 17,722 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $3.23M | 1 % | 11,757 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $2.99M | 1 % | 5,349 |
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