Geometric Wealth Advisors

13F Filings History

Latest 13F report
Q3 2024 - Oct 25, 2024
Value $
$541M
Signature - Title
Marc Dacanay - Director of Business Operations
Location
Washington, DC
Summary
This page shows a list of all the recent 13F filings made by Geometric Wealth Advisors. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Geometric Wealth Advisors reported 66 stock holdings with total value $541M as of Q3 2024. Top holdings included DFAC, DFAX, DFIP, AVNM, and DFGR.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 66 $541M +$27M -$3.68M +$23.3M DFAC, DFAX, DFIP, AVNM, DFGR 13F-HR 10/24/2024, 05:49 PM
Q2 2024 58 $487M +$61M -$711K +$60.3M DFAC, DFAX, DFIP, DFGR, AVUS 13F-HR 8/13/2024, 06:10 PM
Q1 2024 47 $424M +$21.1M -$288K +$20.8M DFAC, DFAX, DFGR, DFIP, AVUS 13F-HR 5/7/2024, 05:32 PM
Q4 2023 44 $377M +$31.7M -$7.87M +$23.9M DFAC, DFAX, DFIP, AVUS, AAPL 13F-HR 1/18/2024, 05:45 PM
Q3 2023 36 $321M +$17.7M -$1.14M +$16.5M DFAC, DFAX, VGIT, AVUS, AAPL 13F-HR 10/12/2023, 03:11 PM
Q2 2023 39 $321M +$17.8M -$22.4K +$17.8M DFAC, DFAX, AVUS, AAPL, SPY 13F-HR 7/17/2023, 05:28 PM
Q1 2023 36 $286M +$23.5M -$605K +$22.9M DFAC, DFAX, AVUS, AAPL, SPY 13F-HR 5/1/2023, 11:55 AM
Q4 2022 32 $247M +$16.9M -$336K +$16.6M DFAC, DFAX, AVUS, AAPL, SPY 13F-HR 1/9/2023, 02:17 PM
Q3 2022 30 $208M +$43.9M -$20.8M +$23.1M DFAC, DFAX, AAPL, AVUS, SCHB 13F-HR 10/11/2022, 11:20 AM
Q2 2022 32 $200M +$188M -$16.9M +$171M DFAC, DFAX, AVUS, DFIC, DFEM 13F-HR 7/20/2022, 09:22 AM
Q1 2022 30 $33.4M +$23.6M -$199M -$176M DFAI, DFAE, AAPL, DFAU, SCHB 13F-HR 4/18/2022, 11:33 AM
Q4 2021 21 $210M $0 $0 DFAC, DFAX, AAPL, VTI, QQQ 13F-HR 2/23/2022, 04:55 PM