Geometric Wealth Advisors
Q2 2025 13F Holdings
- Locationwashington, DC
- Num holdings
73
- Value ($000)
$669,481
- Date Filed08/06/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $288.04M | 43 % | 8,036,958 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $205.46M | 31 % | 6,995,733 | ||
AVNM AMERICAN CENTY ETF TR | AVANTIS ALL INT | 025072174 | $43.80M | 7 % | 670,665 | ||
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $39.07M | 6 % | 387,561 | ||
DFIP DIMENSIONAL ETF TRUST | INFLATION PROTE | 25434V856 | $20.86M | 3 % | 498,824 | ||
DFGR DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 | $9.86M | 2 % | 367,664 | ||
CVNA CARVANA CO | CL A | 146869102 | $5.55M | 1 % | 16,479 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $3.68M | 1 % | 12,116 | ||
AAPL APPLE INC | COM | 037833100 | $3.65M | 1 % | 17,780 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $2.71M | 0 % | 6,190 |
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