Geometric Wealth Advisors
CIK 1900576 · Holdings on Dec 31, 2023 · First reported Jan 19, 2024
Top ten holdings
Q4 2023- DFAC49.72%
- DFAX40.23%
- DFIP1.48%
- AVUS1.14%
- AAPL0.90%
- DFGR0.87%
- SPY0.61%
- SCHB0.42%
- VTI0.34%
- AMZN0.30%
Share classes counted separately96.01%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $187.38M | 49.72% | 6.41M shares | — | ↗▾ | |
| 02 | DFAXDIMENSIONAL WORLD EX US COREWORLD EX US CORE View history and evidence | $151.61M | 40.23% | 6.21M shares | — | ↗▾ | |
| 03 | DFIPDIMENSIONAL INFLATION-PROTECINFLATION PROTE View history and evidence | $5.58M | 1.48% | 135.13K shares | — | ↗▾ | |
| 04 | AVUSAVANTIS U.S. EQUITY ETFUS EQT ETF View history and evidence | $4.31M | 1.14% | 52.83K shares | — | ↗▾ | |
| 05 | AAPLAPPLE INC View history and evidence | $3.38M | 0.90% | 17.54K shares | — | ↗▾ | |
| 06 | DFGRDIM GLOBAL REAL ESTATE ETFGLOBAL REAL EST View history and evidence | $3.28M | 0.87% | 126.29K shares | — | ↗▾ | |
| 07 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $2.29M | 0.61% | 4.82K shares | — | ↗▾ | |
| 08 | SCHBSCHWAB US BROAD MARKET ETFUS BRD MKT ETF View history and evidence | $1.56M | 0.42% | 28.11K shares | — | ↗▾ | |
| 09 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $1.30M | 0.34% | 5.47K shares | — | ↗▾ | |
| 10 | AMZNAMAZON.COM INC View history and evidence | $1.12M | 0.30% | 7.35K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| VGIT VANGUARD INTERMEDIATE-TERM T | Non-derivative | — | — | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1900576 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Jan 19, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 376869049
}Research all 44 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.