Ownership history in Geometric Wealth Advisors · 12 quarters on record
This page tracks every 13F SEC filing in which Geometric Wealth Advisors reported a position in DIMENSIONAL ETF TRUST (DFGR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 423,511 | +23,061 | +5.8% | 1.44% | $11.2M | $26.42 |
| 2025 Q3 | ADDED | 400,450 | +32,786 | +8.9% | 1.46% | $10.9M | $26.67 |
| 2025 Q2 | ADDED | 367,664 | +22,583 | +6.5% | 1.47% | $9.9M | $26.00 |
| 2025 Q1 | ADDED | 345,081 | +16,589 | +5.1% | 1.55% | $9.1M | $25.28 |
| 2024 Q4 | ADDED | 328,492 | +14,011 | +4.5% | 1.53% | $8.4M | $24.54 |
| 2024 Q3 | ADDED | 314,481 | +13,840 | +4.6% | 1.68% | $9.1M | $27.20 |
| 2024 Q2 | ADDED | 300,641 | +33,459 | +12.5% | 1.54% | $7.5M | $23.39 |
| 2024 Q1 | ADDED | 267,182 | +140,890 | +111.6% | 1.61% | $6.8M | $23.72 |
| 2023 Q4 | ADDED | 126,292 | +40,262 | +46.8% | 0.87% | $3.3M | $24.09 |
| 2023 Q3 | ADDED | 86,030 | +20,914 | +32.1% | 0.60% | $1.9M | $20.51 |
As of 2025 Q4 — sorted by position size