Geometric Wealth Advisors Top Holdings and 13F Report (2025) About Geometric Wealth AdvisorsInvestment ActivityGeometric Wealth Advisors has $549.84 million in total holdings as of December 31, 2024.Geometric Wealth Advisors owns shares of 68 different stocks, but just 2 companies or ETFs make up 80% of its holdings.Approximately 4.97% of the portfolio was purchased this quarter.About 0.11% of the portfolio was sold this quarter.This quarter, Geometric Wealth Advisors has purchased 66 new stocks and bought additional shares in 42 stocks.Geometric Wealth Advisors sold shares of 6 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $259,382,501Dimensional World ex U.S. Core Equity 2 ETF $188,012,600Dimensional Inflation-Protected Securities ETF $18,265,882Avantis All International Markets Equity ETF $11,898,385Dimensional Global Real Estate ETF $8,389,683 Largest New Holdings this Quarter Global Payments $363,299 HoldingAxon Enterprise $297,160 Holding Largest Purchases this Quarter Dimensional World ex U.S. Core Equity 2 ETF 364,596 shares (about $9.06M)Dimensional U.S. Core Equity 2 ETF 171,093 shares (about $5.92M)Vanguard Total Stock Market ETF 10,940 shares (about $3.17M)Vanguard Total Bond Market ETF 27,536 shares (about $1.98M)Schwab US Broad Market ETF 60,009 shares (about $1.36M) Largest Sales this Quarter Carvana 2,738 shares (about $556.80K)Dimensional US Sustainability Core 1 ETF 953 shares (about $36.12K)International Business Machines 77 shares (about $16.93K)Dimensional U.S. Targeted Value ETF 181 shares (about $10.07K)iShares Core S&P Total U.S. Stock Market ETF 54 shares (about $6.94K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGeometric Wealth Advisors Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$259,382,501$5,918,107 ▲2.3%7,498,77147.2%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$188,012,600$9,063,857 ▲5.1%7,562,85634.2%ETFDFIPDimensional Inflation-Protected Securities ETF$18,265,882$860,105 ▲4.9%451,1123.3%ETFAVNMAvantis All International Markets Equity ETF$11,898,385$924,280 ▲8.4%217,2472.2%ETFDFGRDimensional Global Real Estate ETF$8,389,683$357,841 ▲4.5%328,4921.5%ETFVTIVanguard Total Stock Market ETF$5,352,501$3,170,521 ▲145.3%18,4691.0%ETFAVUSAvantis U.S. Equity ETF$4,987,954$17,448 ▲0.4%51,4590.9%ETFAAPLApple$4,414,791$501 ▼0.0%17,6300.8%Computer and TechnologyCVNACarvana$4,036,696$556,800 ▼-12.1%19,8500.7%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$3,182,005$77,953 ▲2.5%5,4290.6%FinanceAMZNAmazon.com$2,799,855$18,868 ▲0.7%12,7620.5%Retail/WholesaleBNDVanguard Total Bond Market ETF$2,226,458$1,980,096 ▲803.7%30,9620.4%ETFVUGVanguard Growth ETF$2,156,0410.0%5,2530.4%ETFSCHBSchwab US Broad Market ETF$2,013,890$1,362,198 ▲209.0%88,7180.4%ETFMSFTMicrosoft$1,513,607$21,918 ▲1.5%3,5910.3%Computer and TechnologyIVViShares Core S&P 500 ETF$1,423,428$58,868 ▲4.3%2,4180.3%ETFVOOVanguard S&P 500 ETF$1,293,739$1,078 ▲0.1%2,4010.2%ETFQQQInvesco QQQ$1,193,2110.0%2,3340.2%FinanceGOOGAlphabet$1,183,013$25,709 ▲2.2%6,2120.2%Computer and TechnologyETNEaton$1,120,3930.0%3,3760.2%Industrial ProductsGOOGLAlphabet$1,097,7510.0%5,7990.2%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$948,2170.0%4,0780.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$943,563$8,669 ▲0.9%18,0690.2%ETFSCHFSchwab International Equity ETF$919,664$503,991 ▲121.2%49,7120.2%ETFVBVanguard Small-Cap ETF$917,389$72,084 ▲8.5%3,8180.2%ETFDFICDimensional International Core Equity 2 ETF$877,3860.0%33,9480.2%ETFVEAVanguard FTSE Developed Markets ETF$839,002$110,464 ▲15.2%17,5450.2%ETFMETAMeta Platforms$827,326$3,513 ▲0.4%1,4130.2%Computer and TechnologyIBMInternational Business Machines$762,590$16,927 ▼-2.2%3,4690.1%Computer and TechnologyKOCoca-Cola$709,587$623 ▲0.1%11,3970.1%Consumer StaplesVTVVanguard Value ETF$694,977$52,144 ▲8.1%4,1050.1%ETFIVWiShares S&P 500 Growth ETF$693,6530.0%6,8320.1%ETFIVEiShares S&P 500 Value ETF$680,4870.0%3,5650.1%ETFSOSouthern$660,289$1,399 ▲0.2%8,0210.1%UtilitiesDFUSDimensional U.S. Equity ETF$630,1690.0%9,8850.1%ETFDFSDDimensional Short-Duration Fixed Income ETF$612,678$98,120 ▲19.1%13,0690.1%ETFDFCFDimensional Core Fixed Income ETF$585,243$125,666 ▲27.3%14,1810.1%ETFIWSiShares Russell Mid-Cap Value ETF$546,073$8,666 ▲1.6%4,2220.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$524,712$6,945 ▼-1.3%4,0800.1%ETFVXUSVanguard Total International Stock ETF$514,802$91,045 ▲21.5%8,7360.1%ETFBRK.BBerkshire Hathaway$513,113$10,425 ▲2.1%1,1320.1%FinanceIJKiShares S&P Mid-Cap 400 Growth ETF$503,4790.0%5,5370.1%ETFSCHZSchwab U.S. Aggregate Bond ETF$465,591$253,100 ▲119.1%20,5110.1%ETFSCHGSchwab U.S. Large-Cap Growth ETF$465,095$348,821 ▲300.0%16,6880.1%ETFDFSIDimensional International Sustainability Core 1 ETF$442,175$69,250 ▲18.6%13,4600.1%ETFSCHASchwab US Small-Cap ETF$437,892$249,862 ▲132.9%16,9330.1%ETFDFATDimensional U.S. Targeted Value ETF$414,556$10,074 ▼-2.4%7,4480.1%ETFSCHXSchwab US Large-Cap ETF$412,654$328,417 ▲389.9%17,8020.1%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$411,4190.0%15,7090.1%ETFVTVanguard Total World Stock ETF$388,3760.0%3,3060.1%ETFDFSUDimensional US Sustainability Core 1 ETF$382,516$36,118 ▼-8.6%10,0930.1%ETFSCHESchwab Emerging Markets Equity ETF$380,462$19,466 ▲5.4%14,2870.1%ETFXLVHealth Care Select Sector SPDR Fund$377,6300.0%2,7450.1%ETFVWOVanguard FTSE Emerging Markets ETF$369,231$160,834 ▲77.2%8,3840.1%ETFGPNGlobal Payments$363,299$363,299 ▲New Holding3,2420.1%Business ServicesALLAllstate$361,0960.0%1,8730.1%FinanceVVisa$350,4880.0%1,1090.1%Business ServicesCMECME Group$348,3450.0%1,5000.1%FinanceSCHVSchwab U.S. Large-Cap Value ETF$343,569$231,575 ▲206.8%13,1790.1%ETFSCHCSchwab International Small-Cap Equity ETF$331,825$15,929 ▲5.0%9,6660.1%ETFAXONAxon Enterprise$297,160$297,160 ▲New Holding5000.1%AerospaceJPMJPMorgan Chase & Co.$288,131$11,746 ▲4.2%1,2020.1%FinanceVOVanguard Mid-Cap ETF$269,413$16,904 ▲6.7%1,0200.0%ETFDFSEDimensional Emerging Markets Sustainability Core 1 ETF$231,973$21,667 ▲10.3%7,0020.0%ETFMRKMerck & Co., Inc.$230,8930.0%2,3210.0%MedicalJNJJohnson & Johnson$219,967$2,748 ▲1.3%1,5210.0%MedicalPRFInvesco FTSE RAFI US 1000 ETF$208,9610.0%5,1800.0%ETFHDHome Depot$203,442$1,556 ▲0.8%5230.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
