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Disclosery

Geometric Wealth Advisors: DFSV position timeline

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

Geometric Wealth Advisors held 6,457 DFSV 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 6,457 shares
    Change vs previous 13F +9 shares

    0.03% of the 13F portfolio, value $250,459.

    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 6,448 shares
    Change vs previous 13F +8 shares

    0.03% of the 13F portfolio, value $225,939.

    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 6,440 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $211,802.

    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).