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Disclosery

Geometric Wealth Advisors: DFGR position timeline

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

Geometric Wealth Advisors held 465,667 DFGR 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 465,667 shares
    Change vs previous 13F +20,944 shares

    1.46% of the 13F portfolio, value $13,490,360.

    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 444,723 shares
    Change vs previous 13F +21,212 shares

    1.48% of the 13F portfolio, value $11,820,729.

    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 423,511 shares
    Change vs previous 13F +23,061 shares

    1.44% of the 13F portfolio, value $11,189,166.

    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 400,450 shares
    Change vs previous 13F +32,786 shares

    1.46% of the 13F portfolio, value $10,936,294.

    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 367,664 shares
    Change vs previous 13F +22,583 shares

    1.47% of the 13F portfolio, value $9,864,420.

    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 345,081 shares
    Change vs previous 13F +16,589 shares

    1.55% of the 13F portfolio, value $9,061,832.

    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 328,492 shares
    Change vs previous 13F +14,011 shares

    1.53% of the 13F portfolio, value $8,389,683.

    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 314,481 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $9,075,933.

    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).