13F Filings History of Geometric Wealth Advisors

Latest 13F report
Q4 2025 - 06 Feb 2026
Value $
$777,393,920
Signature - Title
Marc Dacanay - CCO, Director of Business Operations, and Partner
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 80 stock holdings with total value $777,393,920 as of Q4 2025. Top holdings included DFAC, DFAX, AVNM, AVUS, and DFIP.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 80 $777,393,920 +$8,292,523 -$3,207,069 +$5,085,454 DFAC, DFAX, AVNM, AVUS, DFIP 13F-HR 06 Feb 2026, 17:11
Q3 2025 80 $750,512,434 +$34,822,467 -$1,601,001 +$33,221,466 DFAC, DFAX, AVNM, AVUS, DFIP 13F-HR 10 Nov 2025, 13:56
Q2 2025 73 $669,481,345 +$57,430,414 -$31,807,156 +$25,623,258 DFAC, DFAX, AVNM, AVUS, DFIP 13F-HR 06 Aug 2025, 12:48
Q1 2025 71 $585,232,216 +$43,573,534 -$5,699,530 +$37,874,004 DFAC, DFAX, AVUS, DFIP, AVNM 13F-HR 09 May 2025, 16:58
Q4 2024 68 $549,844,942 +$27,337,992 -$627,364 +$26,710,628 DFAC, DFAX, DFIP, AVNM, DFGR 13F-HR 07 Feb 2025, 16:36
Q3 2024 66 $540,716,698 +$26,974,025 -$3,677,562 +$23,296,463 DFAC, DFAX, DFIP, AVNM, DFGR 13F-HR 24 Oct 2024, 17:49
Q2 2024 58 $486,911,835 +$61,000,011 -$711,132 +$60,288,879 DFAC, DFAX, DFIP, DFGR, AVUS 13F-HR 13 Aug 2024, 18:10
Q1 2024 47 $423,521,348 +$21,094,481 -$287,915 +$20,806,566 DFAC, DFAX, DFGR, DFIP, AVUS 13F-HR 07 May 2024, 17:32
Q4 2023 44 $376,869,049 +$31,734,759 -$7,869,209 +$23,865,550 DFAC, DFAX, DFIP, AVUS, AAPL 13F-HR 18 Jan 2024, 17:45
Q3 2023 36 $320,815,061 +$17,686,097 -$1,141,123 +$16,544,974 DFAC, DFAX, VGIT, AVUS, AAPL 13F-HR 12 Oct 2023, 15:11
Q2 2023 39 $321,295,133 +$17,849,102 -$22,371 +$17,826,731 DFAC, DFAX, AVUS, AAPL, SPY 13F-HR 17 Jul 2023, 17:28
Q1 2023 36 $286,412,023 +$23,503,785 -$604,881 +$22,898,904 DFAC, DFAX, AVUS, AAPL, SPY 13F-HR 01 May 2023, 11:55
Q4 2022 32 $247,160,873 +$16,896,040 -$336,319 +$16,559,721 DFAC, DFAX, AVUS, AAPL, SPY 13F-HR 09 Jan 2023, 14:17
Q3 2022 30 $208,006,000 +$43,884,523 -$20,758,470 +$23,126,053 DFAC, DFAX, AAPL, AVUS, SCHB 13F-HR 11 Oct 2022, 11:20
Q2 2022 32 $200,388,000 +$187,655,018 -$16,868,446 +$170,786,572 DFAC, DFAX, AVUS, DFIC, DFEM 13F-HR 20 Jul 2022, 09:22
Q1 2022 30 $33,381,000 +$23,594,731 -$199,222,849 -$175,628,118 DFAI, DFAE, AAPL, DFAU, SCHB 13F-HR 18 Apr 2022, 11:33
Q4 2021 21 $209,833,000 $0 $0 $0 DFAC, DFAX, AAPL, VTI, QQQ 13F-HR 23 Feb 2022, 16:55