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Marc Dacanay

Geometric Wealth Advisors

Assets Managed
$798.64M
Holdings
85
Last Quarter
2026 - Q1
Filed Date
4d ago
Growth Rate
2.74%(2Q avg: 3.16%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Geometric Wealth Advisors's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 85 positions.

Assets under management

The assets under management (AUM) of Geometric Wealth Advisors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 798.64M in assets, with a quarterly growth rate of 2.74% and a 2-quarter average growth rate of 3.16%. The portfolio is managed by Marc Dacanay, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 1.47%
42.32%
$337.96M
8.697M shares@ $38.87 avg price
DFAX
Dimensional World Ex Us Core
Recent Activity
Increased 1.45%
31.71%
$253.221M
7.454M shares@ $33.97 avg price
AVNM
Avantis All Intl Mkts Eq Etf
Recent Activity
Increased 4.26%
6.81%
$54.351M
713,554 shares@ $76.17 avg price
AVUS
Avantis U.s. Equity Etf
Recent Activity
Increased 12.91%
6.08%
$48.486M
436,101 shares@ $111.19 avg price
DFIP
Dimensional Inflation-protec
Recent Activity
Decreased -2.73%
2.68%
$21.342M
511,563 shares@ $41.72 avg price
DFGR
Dim Global Real Estate Etf
Recent Activity
Increased 5.01%
1.49%
$11.821M
444,723 shares@ $26.58 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 13.18%
0.56%
$4.469M
13,929 shares@ $320.81 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.77%
0.54%
$4.281M
16,867 shares@ $253.8 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 4.9%
0.39%
$3.081M
4,738 shares@ $650.34 avg price
CVNA
Carvana Co
Recent Activity
Decreased -14.17%
0.38%
$2.969M
9,444 shares@ $314.39 avg price

1-10 of 85