Institutional Fund
Geometric Wealth Advisors
Washington, DCCIK 19005765 filings on record
Portfolio Value
$798.64M
Q1 2026
Holdings
85
Reported positions
New Buys
5
Opened this quarter
QoQ Change
+2.7%
from $777.39M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust42.3%
- Dimensional ETF Trust31.7%
- American Centy ETF Tr6.8%
- American Centy ETF Tr6.1%
- Dimensional ETF Trust2.7%
- Dimensional ETF Trust1.5%
- Other8.9%
Portfolio Holdings
85 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 8.70M | $337.96M | 42.3% | +125.9K | Added |
| 2 | Dimensional ETF Trust | 7.45M | $253.22M | 31.7% | +105.9K | Added |
| 3 | American Centy ETF Tr | 713.6K | $54.35M | 6.8% | +29.1K | Added |
| 4 | American Centy ETF Tr | 436.1K | $48.49M | 6.1% | +49.9K | Added |
| 5 | Dimensional ETF Trust | 511.6K | $21.34M | 2.7% | −14.4K | Reduced |
| 6 | Dimensional ETF Trust | 444.7K | $11.82M | 1.5% | +21.2K | Added |
| 7 | Vanguard Index Fds | 13.9K | $4.47M | 0.6% | +1.6K | Added |
| 8 | Apple Inc | 16.9K | $4.28M | 0.5% | +128 | Added |
| 9 | Spdr S&P 500 ETF Tr | 4.7K | $3.08M | 0.4% | +221 | Added |
| 10 | Carvana Co | 9.4K | $2.97M | 0.4% | −1.6K | Reduced |
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