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Geometric Wealth Advisors: DFAX position timeline

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

Geometric Wealth Advisors held 7,779,410 DFAX 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 7,779,410 shares
    Change vs previous 13F +325,167 shares

    31% of the 13F portfolio, value $286,593,451.

    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 7,454,243 shares
    Change vs previous 13F +105,875 shares

    31.71% of the 13F portfolio, value $253,220,628.

    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 7,348,368 shares
    Change vs previous 13F +57,353 shares

    30.94% of the 13F portfolio, value $240,512,092.

    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 7,291,015 shares
    Change vs previous 13F +295,282 shares

    30.48% of the 13F portfolio, value $228,792,049.

    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 6,995,733 shares
    Change vs previous 13F -935,116 shares

    30.69% of the 13F portfolio, value $205,464,674.

    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 7,930,849 shares
    Change vs previous 13F +367,993 shares

    35.51% of the 13F portfolio, value $207,788,240.

    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 7,562,856 shares
    Change vs previous 13F +364,596 shares

    34.19% of the 13F portfolio, value $188,012,600.

    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 7,198,260 shares
    Change vs previous 13F not available

    35.96% of the 13F portfolio, value $194,425,004.

    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).