Geometric Wealth Advisors - Portfolio overview

Geometric Wealth Advisors has 87 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 42.28%
2. DFAX - DIMENSIONAL ETF TRUST, 31.68%
3. AVNM - AMERICAN CENTY ETF TR, 6.80%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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