Geometric Wealth Advisors
Q4 2024 13F Holdings
- Locationwashington, DC
- Num holdings
68
- Value ($000)
$549,845
- Date Filed02/07/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $259.38M | 47 % | 7,498,771 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $188.01M | 34 % | 7,562,856 | ||
DFIP DIMENSIONAL ETF TRUST | INFLATION PROTE | 25434V856 | $18.27M | 3 % | 451,112 | ||
AVNM AMERICAN CENTY ETF TR | AVANTIS ALL INT | 025072174 | $11.90M | 2 % | 217,247 | ||
DFGR DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 | $8.39M | 2 % | 328,492 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $5.35M | 1 % | 18,469 | ||
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $4.99M | 1 % | 51,459 | ||
AAPL APPLE INC | COM | 037833100 | $4.41M | 1 % | 17,630 | ||
CVNA CARVANA CO | CL A | 146869102 | $4.04M | 1 % | 19,850 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $3.18M | 1 % | 5,429 |
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