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Disclosery

Geometric Wealth Advisors: DFSI position timeline

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

Geometric Wealth Advisors held 6,451 DFSI 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 6,451 shares
    Change vs previous 13F +76 shares

    0.03% of the 13F portfolio, value $290,918.

    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 6,375 shares
    Change vs previous 13F -3,496 shares

    0.03% of the 13F portfolio, value $270,280.

    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 9,871 shares
    Change vs previous 13F +51 shares

    0.05% of the 13F portfolio, value $422,931.

    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 9,820 shares
    Change vs previous 13F -1,388 shares

    0.05% of the 13F portfolio, value $402,145.

    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 11,208 shares
    Change vs previous 13F -2,286 shares

    0.07% of the 13F portfolio, value $441,709.

    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 13,494 shares
    Change vs previous 13F +34 shares

    0.08% of the 13F portfolio, value $470,803.

    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 13,460 shares
    Change vs previous 13F +2,108 shares

    0.08% of the 13F portfolio, value $442,175.

    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 11,352 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $405,677.

    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).