Geometric Wealth Advisors
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 9, 2025), Geometric Wealth Advisors reported 71 stock positions worth $585.2 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 43.8% of the portfolio, followed by Dimensional World Ex US Core (DFAX, 35.5%) and Avantis U.S. Equity ETF (AVUS, 4.0%). Compared with Q4 2024, it opened 5 new positions, sold out of 2, added to 36 and reduced 13. The biggest buy was Avantis U.S. Equity ETF (AVUS, shares +386%) and the biggest sale VG Morningstar TS MKT ETF-US (VTI, shares −36%).
- Most Recent 13F
- Q2 2026
- Location
- WASHINGTON, DC
- CIK
- 0001900576
- Portfolio Value
- $585.2M (Q1 2025)
- SEC Filing
- 0001900576-25-000005 ↗ filed May 9, 2025
Holdings Value
Holdings 71 stocks · $585.2M
| DFAC Dimensional US Core Equity 2 | 43.77% | 7,764,224 | $256.1M | Add +3.5% |
| DFAX Dimensional World Ex US Core | 35.51% | 7,930,849 | $207.8M | Add +4.9% |
| AVUS Avantis U.S. Equity ETF | 3.95% | 250,323 | $23.1M | Add +386.4% |
| DFIP Dimensional Inflation-Protec | 3.58% | 497,976 | $21.0M | Add +10.4% |
| AVNM Avantis All Intl MKTS Eq ETF | 2.18% | 218,321 | $12.7M | Add +0.5% |
| DFGR Dim Global Real Estate ETF | 1.55% | 345,081 | $9.1M | Add +5.0% |
| CVNA Carvana Co. | 0.71% | 19,850 | $4.2M | No change |
| AAPL Apple Inc. | 0.67% | 17,722 | $3.9M | Add +0.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.55% | 11,757 | $3.2M | Reduce -36.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.51% | 5,349 | $3.0M | Reduce -1.5% |
| AMZN Amazon.com Inc. | 0.43% | 13,098 | $2.5M | Add +2.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.40% | 6,387 | $2.4M | Add +21.6% |
| SCHB Schwab US Broad Market ETF | 0.33% | 89,289 | $1.9M | Add +0.6% |
| MSFT Microsoft Corp. | 0.24% | 3,694 | $1.4M | Add +2.9% |
| IVV iShares Core S&P 500 ETF | 0.23% | 2,418 | $1.4M | No change |
| VOO Vanguard S&P 500 ETF | 0.22% | 2,478 | $1.3M | Add +3.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.20% | 2,521 | $1.2M | Add +8.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.20% | 6,606 | $1.1M | Add +60.9% |
| SCHF Schwab Intl Equity ETF | 0.18% | 51,970 | $1.0M | Add +4.5% |
| IEMG iShares Core MSCI Emerging | 0.17% | 18,326 | $989K | Add +1.4% |
| DFIC Dimensional International Co. | 0.16% | 33,948 | $943K | No change |
| VEA Vanguard Ftse Developed ETF | 0.16% | 18,104 | $920K | Add +3.2% |
| ETN Eaton Corp. PLC | 0.16% | 3,377 | $918K | Add +0.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.15% | 3,492 | $868K | Add +0.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.14% | 3,812 | $845K | Reduce -0.2% |
| XLK SS Technology Select Sector | 0.14% | 4,078 | $842K | No change |
| META Meta Platforms Inc. Class A | 0.14% | 1,446 | $833K | Add +2.3% |
| KO The Coca-Cola Co. | 0.14% | 11,426 | $818K | Add +0.3% |
| SO The Southern Co. | 0.13% | 8,004 | $736K | Reduce -0.2% |
| GOOG Alphabet Inc. Class C | 0.12% | 4,403 | $688K | Reduce -29.1% |
| IVE iShares S&P 500 Value ETF | 0.12% | 3,565 | $679K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.11% | 14,507 | $657K | Add +73.0% |
| IVW iShares S&P 500 Growth ETF | 0.11% | 6,832 | $634K | No change |
| XLV SS Health Care Select Sector | 0.10% | 4,208 | $614K | Add +53.3% |
| BNDW Vanguard Total World Bond Et | 0.10% | 8,822 | $607K | New |
| DFSB Dim GLB Sustain Fix Inc. ETF | 0.10% | 11,712 | $603K | New |
| DFUS Dimensional US Eq MKT ETF | 0.10% | 9,885 | $598K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.10% | 1,114 | $593K | Reduce -1.6% |
| VXUS Vanguard Total Intl Stock | 0.10% | 9,165 | $569K | Add +4.9% |
| DFSD Dimensional Short Duration | 0.09% | 11,311 | $537K | Reduce -13.4% |
| IWS iShares Russell Mid-Cap Valu | 0.09% | 4,222 | $532K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.09% | 2,051 | $530K | Add +101.1% |
| ITOT iShares Core S&P Total U.S. | 0.09% | 4,080 | $498K | No change |
| SCHZ Schwab US Aggregate Bond ETF | 0.08% | 20,745 | $480K | Add +1.1% |
| XMAG Defiance Le Cap Ex-Mag 7 ETF | 0.08% | 24,306 | $479K | New |
| DFSI Dimensional Int Sus COR1 ETF | 0.08% | 13,494 | $471K | Add +0.3% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.08% | 5,537 | $461K | No change |
| DFCF Dimensional Core Fixed Inc. | 0.07% | 10,398 | $437K | Reduce -26.7% |
| SCHG Schwab US Large-Cap Growth | 0.07% | 16,688 | $418K | No change |
| DFEM Dimensional Emrg MRKT Core | 0.07% | 15,709 | $416K | No change |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.07% | 14,987 | $413K | Add +4.9% |
| CME Cme Group Inc. | 0.07% | 1,500 | $398K | No change |
| SCHA Schwab US Small-Cap ETF | 0.07% | 16,939 | $397K | Add +0.0% |
| VT Vanguard Tot World STK ETF | 0.07% | 3,389 | $393K | Add +2.5% |
| SCHX Schwab US Large-Cap ETF | 0.07% | 17,746 | $392K | Reduce -0.3% |
| V Visa Inc. Class A | 0.07% | 1,110 | $389K | Add +0.1% |
| ALL Allstate Corp. | 0.07% | 1,873 | $388K | No change |
| DFSU Dimensional US Sus CORE1 ETF | 0.07% | 10,802 | $387K | Add +7.0% |
| DFAT Dimensional US Target Value | 0.06% | 7,358 | $379K | Reduce -1.2% |
| SCHC Schwab Intl Small-Cap Equity | 0.06% | 10,049 | $361K | Add +4.0% |
| SCHV Schwab US Large-Cap Value | 0.06% | 13,191 | $351K | Add +0.1% |
| JPM JPMorgan Chase & Co. | 0.05% | 1,221 | $300K | Add +1.6% |
| JNJ Johnson & Johnson | 0.05% | 1,797 | $298K | Add +18.1% |
| AXON Axon Enterprise Inc. | 0.04% | 500 | $263K | No change |
| VGK Vanguard Ftse Europe ETF | 0.04% | 3,659 | $257K | New |
| ORCL Oracle Corp. | 0.04% | 1,767 | $247K | New |
| GOOGL Alphabet Inc. Class A | 0.04% | 1,579 | $244K | Reduce -72.8% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.04% | 7,002 | $236K | No change |
| BND Vanguard Total Bond Market | 0.04% | 3,120 | $229K | Reduce -89.9% |
| PRF Invesco Rafi US 1000 ETF | 0.04% | 5,180 | $209K | No change |
| MRK Merck & Co. Inc. | 0.04% | 2,294 | $206K | Reduce -1.2% |
Portfolio Sells Q4 2024 → Q1 2025
| VTI VG Morningstar TS MKT ETF-US | Reduce -36.3% | 0.55% | −0.42 |
| BND Vanguard Total Bond Market | Reduce -89.9% | 0.04% | −0.37 |
| GOOGL Alphabet Inc. Class A | Reduce -72.8% | 0.04% | −0.16 |
| GOOG Alphabet Inc. Class C | Reduce -29.1% | 0.12% | −0.10 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.5% | 0.51% | −0.07 |
| GPN Global Payments Inc. | Sold out | 0.00% | −0.07 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.04 |
| DFCF Dimensional Core Fixed Inc. | Reduce -26.7% | 0.07% | −0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.2% | 0.14% | −0.02 |
| DFSD Dimensional Short Duration | Reduce -13.4% | 0.09% | −0.02 |
| DFAT Dimensional US Target Value | Reduce -1.2% | 0.06% | −0.01 |
| SCHX Schwab US Large-Cap ETF | Reduce -0.3% | 0.07% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -1.2% | 0.04% | −0.01 |
| SO The Southern Co. | Reduce -0.2% | 0.13% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.6% | 0.10% | +0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| AVUS Avantis U.S. Equity ETF | Add +386.4% | 3.95% | +3.04 |
| DFAX Dimensional World Ex US Core | Add +4.9% | 35.51% | +1.31 |
| DFIP Dimensional Inflation-Protec | Add +10.4% | 3.58% | +0.26 |
| BNDW Vanguard Total World Bond Et | New | 0.10% | +0.10 |
| DFSB Dim GLB Sustain Fix Inc. ETF | New | 0.10% | +0.10 |
| XMAG Defiance Le Cap Ex-Mag 7 ETF | New | 0.08% | +0.08 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +60.9% | 0.20% | +0.07 |
| VWO Vanguard Ftse Emerging Marke | Add +73.0% | 0.11% | +0.04 |
| VGK Vanguard Ftse Europe ETF | New | 0.04% | +0.04 |
| ORCL Oracle Corp. | New | 0.04% | +0.04 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +101.1% | 0.09% | +0.04 |
| XLV SS Health Care Select Sector | Add +53.3% | 0.10% | +0.04 |
| DFGR Dim Global Real Estate ETF | Add +5.0% | 1.55% | +0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +21.6% | 0.40% | +0.01 |
| AVNM Avantis All Intl MKTS Eq ETF | Add +0.5% | 2.18% | +0.01 |
| JNJ Johnson & Johnson | Add +18.1% | 0.05% | +0.01 |
| KO The Coca-Cola Co. | Add +0.3% | 0.14% | +0.01 |
| IBM Intl Business Machines Corp. | Add +0.7% | 0.15% | +0.01 |
| SCHF Schwab Intl Equity ETF | Add +4.5% | 0.18% | +0.01 |
| VEA Vanguard Ftse Developed ETF | Add +3.2% | 0.16% | +0.00 |
| VXUS Vanguard Total Intl Stock | Add +4.9% | 0.10% | +0.00 |
| V Visa Inc. Class A | Add +0.1% | 0.07% | +0.00 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +4.9% | 0.07% | +0.00 |
| SCHC Schwab Intl Small-Cap Equity | Add +4.0% | 0.06% | +0.00 |
| DFSI Dimensional Int Sus COR1 ETF | Add +0.3% | 0.08% | 0.00 |
| JPM JPMorgan Chase & Co. | Add +1.6% | 0.05% | −0.00 |
| IEMG iShares Core MSCI Emerging | Add +1.4% | 0.17% | −0.00 |
| SCHV Schwab US Large-Cap Value | Add +0.1% | 0.06% | −0.00 |
| SCHZ Schwab US Aggregate Bond ETF | Add +1.1% | 0.08% | −0.00 |
| DFSU Dimensional US Sus CORE1 ETF | Add +7.0% | 0.07% | −0.00 |
| VT Vanguard Tot World STK ETF | Add +2.5% | 0.07% | −0.00 |
| META Meta Platforms Inc. Class A | Add +2.3% | 0.14% | −0.01 |
| SCHA Schwab US Small-Cap ETF | Add +0.0% | 0.07% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +8.0% | 0.20% | −0.01 |
| VOO Vanguard S&P 500 ETF | Add +3.2% | 0.22% | −0.02 |
| SCHB Schwab US Broad Market ETF | Add +0.6% | 0.33% | −0.04 |
| MSFT Microsoft Corp. | Add +2.9% | 0.24% | −0.04 |
| ETN Eaton Corp. PLC | Add +0.0% | 0.16% | −0.05 |
| AMZN Amazon.com Inc. | Add +2.6% | 0.43% | −0.08 |
| AAPL Apple Inc. | Add +0.5% | 0.67% | −0.13 |
| DFAC Dimensional US Core Equity 2 | Add +3.5% | 43.77% | −3.41 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 94 | $924.5M | DFAC, DFAX, AVNM, AVUS, DFIP |
| Q1 2026 | 85 | $798.6M | DFAC, DFAX, AVNM, AVUS, DFIP |
| Q4 2025 | 80 | $777.4M | DFAC, DFAX, AVNM, AVUS, DFIP |
| Q3 2025 | 80 | $750.5M | DFAC, DFAX, AVNM, AVUS, DFIP |
| Q2 2025 | 73 | $669.5M | DFAC, DFAX, AVNM, AVUS, DFIP |
| Q1 2025 | 71 | $585.2M | DFAC, DFAX, AVUS, DFIP, AVNM |
| Q4 2024 | 68 | $549.8M | DFAC, DFAX, DFIP, AVNM, DFGR |
| Q3 2024 | 66 | $540.7M | DFAC, DFAX, DFIP, AVNM, DFGR |
| Q2 2024 | 58 | $486.9M | DFAC, DFAX, DFIP, DFGR, AVUS |
| Q1 2024 | 47 | $423.5M | DFAC, DFAX, DFGR, DFIP, AVUS |