StockDriftsStockDriftsTop 50 Geometric Wealth Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 42.32% | 8.70M | $338.0M | +1.47%(+125.89K) | $28.46(+52.82%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 31.71% | 7.45M | $253.2M | +1.44%(+105.88K) | $24.83(+50.84%) | 2026-03-31 | |
| AVNM | AMERICAN CENTY ETF TR | 6.81% | 713.6K | $54.4M | +4.25%(+29.12K) | $61.47(+36.37%) | 2026-03-31 | |
| AVUS | AMERICAN CENTY ETF TR | 6.07% | 436.1K | $48.5M | +12.91%(+49.86K) | $94.05(+33.85%) | 2026-03-31 | |
| DFIP | DIMENSIONAL ETF TRUST | 2.67% | 511.6K | $21.3M | -2.73%(-14.36K) | $41.05(+2.58%) | 2026-03-31 | |
| DFGR | DIMENSIONAL ETF TRUST | 1.48% | 444.7K | $11.8M | +5.01%(+21.21K) | $25.58(+12.17%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 0.56% | 13.9K | $4.5M | +13.17%(+1.62K) | $274.97(+33.61%) | 2026-03-31 | |
| AAPL | APPLE INC | 0.54% | 16.9K | $4.3M | +0.76%(+128) | $165.36(+80.34%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 0.39% | 4.7K | $3.1M | +4.89%(+221) | $452.08(+65.50%) | 2026-03-31 | |
| CVNA | CARVANA CO | 0.37% | 9.4K | $3.0M | -14.18%(-1.56K) | $151.42(-54.08%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.59% | +58.48% |
| Top 20 Holdings Unweighted | +23.41% | +87.95% |
Sign up free to track Geometric Wealth Advisors, compare funds side by side, and get alerts the moment positions change.