Geometric Wealth Advisors
$925M 13F equity value
96 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Geometric Wealth Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 9,054,523 | $402M | 43.4% |
| DFAX | DIMENSIONAL ETF TRUST | 7,779,410 | $287M | 31.0% |
| AVNM | AMERICAN CENTY ETF TR | 736,769 | $61M | 6.6% |
| AVUS | AMERICAN CENTY ETF TR | 445,778 | $57M | 6.2% |
| DFIP | DIMENSIONAL ETF TRUST | 531,015 | $22M | 2.4% |
| DFGR | DIMENSIONAL ETF TRUST | 465,667 | $13M | 1.5% |
| VTI | VANGUARD INDEX FDS | 15,370 | $6M | 0.6% |
| AAPL | APPLE INC | 17,146 | $5M | 0.5% |
| SPY | STATE STR SPDR S&P 500 ETF T | 4,745 | $4M | 0.4% |
| VUG | VANGUARD INDEX FDS | 36,893 | $3M | 0.3% |
Track Geometric Wealth Advisors's 13F portfolio: $925M in reported holdings, 96 positions. Top holdings and quarterly changes on SentiSense.
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