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  Name: Geometric Wealth Advisors
  City: WASHINGTON
  State: DC
  Zip: 20006
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $423,520,000
  Total Value Change : $46,653,000
  Securities Held Change : 3
   
All Securities Held : 47
  New Positions : 4
  Closed Positions : 1
  Increased Positions : 18
  Unchanged Positions : 20
  Decreased Positions : 5

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Holdings Found : 18     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (DFAC)1 Year Chart         DFAC Dimensional U S Core Equity... 1 - $31.98 $214,162,000 6,703,026 50.57% 26,783,000 292,517 0.745    N/A
   (DFAX)1 Year Chart         DFAX Dimensional Funds plc - Wor... 2 - $25.70 $163,948,000 6,444,509 38.71% 12,341,000 236,207 0.716    N/A
   (DFGR)1 Year Chart         DFGR Dfa Dimensional Global Real... 3 - $0.00 $6,821,000 267,182 1.61% 3,540,000 140,890 0.297    N/A
   (DFIP)1 Year Chart         DFIP Dfa Dimensional Inflation-p... 4 - $0.00 $5,888,000 142,741 1.39% 310,000 7,608 0.159    N/A
   (SCHB)1 Year Chart         SCHB Schwab Strategic Trust 8 - $62.06 $1,734,000 28,402 0.41% 169,000 290 0.015    Closed - End Fund - Debt
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 9 - $264.28 $1,443,000 5,551 0.34% 146,000 82 0.001    Closed - End Fund - E...
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 12 - $538.05 $985,000 1,873 0.23% 513,000 884 0    Closed - End Fund - E...
   (SCHF)1 Year Chart         SCHF Schwab Strategic Trust 16 - $38.95 $875,000 22,430 0.21% 78,000 861 0.002    Closed - End Fund - Debt
   (DFSD)1 Year Chart         DFSD Dfa Dimensional Short-durat... 22 - $0.00 $511,000 10,873 0.12% 105,000 2,241 0.012    N/A
   (ITOT)1 Year Chart         ITOT iShares Core S&P Total US 25 - $116.95 $448,000 3,887 0.11% 71,000 306 0.001    Closed - End Fund - E...
   (SCHE)1 Year Chart         SCHE Schwab Emerging Markets Equ... 31 - $26.26 $342,000 13,552 0.08% 20,000 552 0.005    N/A
   (SCHC)1 Year Chart         SCHC Schwab International Small-... 32 - $35.81 $329,000 9,196 0.08% 19,000 305 0.009    Closed - End Fund - E...
   (SCHV)1 Year Chart         SCHV Schwab Strategic Trust 33 - $74.26 $324,000 4,269 0.08% 37,000 173 0.003    Closed - End Fund - Debt
   (SCHA)1 Year Chart         SCHA Schwab Strategic Trust 35 - $47.14 $316,000 6,423 0.07% 21,000 187 0    Closed - End Fund - Debt
   (SCHZ)1 Year Chart         SCHZ Schwab Us Aggregate Bond 36 - $45.49 $301,000 6,542 0.07% 6,000 204 0.004    N/A
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS 39 - $160.00 $269,000 1,652 0.06% 34,000 80 0    Closed - End Fund - E...
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 40 - $49.56 $268,000 5,337 0.06% 15,000 60 0    Closed - End Fund - F...
   (SCHX)1 Year Chart         SCHX Schwab Strategic Trust 46 - $63.43 $224,000 3,615 0.05% 21,000 10 0    Closed - End Fund - Debt
      18 Records Found
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