Ownership history in Geometric Wealth Advisors · 14 quarters on record
This page tracks every 13F SEC filing in which Geometric Wealth Advisors reported a position in DIMENSIONAL ETF TRUST (DFSD). 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 | REDUCED | 25,577 | -166 | -0.6% | 0.16% | $1.2M | $47.95 |
| 2025 Q3 | ADDED | 25,743 | +5,868 | +29.5% | 0.17% | $1.2M | $47.42 |
| 2025 Q2 | ADDED | 19,875 | +8,564 | +75.7% | 0.14% | $954K | $46.72 |
| 2025 Q1 | REDUCED | 11,311 | -1,758 | -13.5% | 0.09% | $537K | $45.83 |
| 2024 Q4 | ADDED | 13,069 | +2,093 | +19.1% | 0.11% | $613K | $44.98 |
| 2024 Q3 | REDUCED | 10,976 | -1,542 | -12.3% | 0.10% | $524K | $44.94 |
| 2024 Q2 | ADDED | 12,518 | +1,645 | +15.1% | 0.12% | $588K | $43.77 |
| 2024 Q1 | ADDED | 10,873 | +2,241 | +26.0% | 0.12% | $511K | $43.31 |
| 2023 Q4 | ADDED | 8,632 | +3,719 | +75.7% | 0.11% | $406K | $43.01 |
| 2023 Q2 | ADDED | 4,913 | +40 | +0.8% | 0.07% | $228K | $41.34 |
As of 2025 Q4 — sorted by position size