Skip to content
Disclosery

Geometric Wealth Advisors: DFAC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geometric Wealth Advisors on DFAC, newest first. How the timeline and the estimate are built.

Geometric Wealth Advisors held 9,054,523 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,054,523 shares
    Change vs previous 13F +357,663 shares

    43.45% of the 13F portfolio, value $401,658,649.

    13F-HR 0001900576-26-000005 filed by Geometric Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 8,696,860 shares
    Change vs previous 13F +125,891 shares

    42.32% of the 13F portfolio, value $337,959,990.

    13F-HR 0001900576-26-000003 filed by Geometric Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 8,570,969 shares
    Change vs previous 13F +66,382 shares

    43.65% of the 13F portfolio, value $339,324,677.

    13F-HR 0001900576-26-000001 filed by Geometric Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 8,504,587 shares
    Change vs previous 13F +467,629 shares

    43.71% of the 13F portfolio, value $328,021,932.

    13F-HR 0001900576-25-000008 filed by Geometric Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 8,036,958 shares
    Change vs previous 13F +272,734 shares

    43.03% of the 13F portfolio, value $288,044,580.

    13F-HR 0001900576-25-000007 filed by Geometric Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 7,764,224 shares
    Change vs previous 13F +265,453 shares

    43.77% of the 13F portfolio, value $256,141,763.

    13F-HR 0001900576-25-000005 filed by Geometric Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 7,498,771 shares
    Change vs previous 13F +171,093 shares

    47.17% of the 13F portfolio, value $259,382,501.

    13F-HR 0001900576-25-000002 filed by Geometric Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 7,327,678 shares
    Change vs previous 13F not available

    46.47% of the 13F portfolio, value $251,266,083.

    13F-HR 0001900576-24-000006 filed by Geometric Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).