Geometric Wealth Advisors: 13F holdings
CIK 19005762026Q2
| Positions | 94 |
|---|---|
| Reported value | $924.5m |
| Filed | 2026-08-11 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 9,054,523 | $401.7m | 43.4% |
| DFAX DIMENSIONAL ETF TRUST | 7,779,410 | $286.6m | 31.0% |
| GRBK AMERICAN CENTY ETF TR | 736,769 | $60.7m | 6.6% |
| AVUS AMERICAN CENTY ETF TR | 445,778 | $57.1m | 6.2% |
| DIMENSIONAL ETF TRUST | 531,015 | $21.9m | 2.4% |
| DIMENSIONAL ETF TRUST | 465,667 | $13.5m | 1.5% |
| VTI VANGUARD INDEX FDS | 15,370 | $5.7m | 0.6% |
| AAPL APPLE INC | 17,146 | $5.0m | 0.5% |
| SPY STATE STR SPDR S&P 500 ETF T | 4,745 | $3.5m | 0.4% |
| VUG VANGUARD INDEX FDS | 36,893 | $3.2m | 0.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1900576")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.