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Home > Institutional Investor > Geometric Wealth Advisors > 13F Holdings

Instuitional Investor - Geometric Wealth Advisors

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 7,764,224 $256,141,763 43.77%
2.
Dimensional Etf Trust
 7,930,849 $207,788,240 35.51%
3.
American Centy Etf Tr - US EQT ETF
 250,323 $23,124,798 3.95%
4.
Dimensional Etf Trust
 497,976 $20,970,272 3.58%
5.
American Centy Etf Tr
 218,321 $12,730,719 2.18%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)