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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
 8,036,958 $288,044,580 43.03%
2.
Dimensional Etf Trust
 6,995,733 $205,464,674 30.69%
3.
American Centy Etf Tr
 670,665 $43,801,119 6.54%
4.
American Centy Etf Tr - US EQT ETF
 387,561 $39,073,906 5.84%
5.
Dimensional Etf Trust
 498,824 $20,855,848 3.12%
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)