Geometric Wealth Advisors Dimensional ETF Tr U S Core Eq Transaction History
Geometric Wealth Advisors
- $688 Million
- Q3 2025
A detailed history of Geometric Wealth Advisors transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Geometric Wealth Advisors holds 8,504,587 shares of DFAC stock, worth $329 Million. This represents 47.69% of its overall portfolio holdings.
Number of Shares
8,504,587
Previous 8,036,958
5.82%
Holding current value
$329 Million
Previous $288 Million
13.88%
% of portfolio
47.69%
Previous 46.94%
Shares
16 transactions
Others Institutions Holding DFAC
# of Institutions
1,176Shares Held
809MCall Options Held
10.4KPut Options Held
20.1K-
Mercer Global Advisors Inc Denver, CO61.2MShares$2.37 Billion4.02% of portfolio
-
Forum Financial Management, LP Lombard, IL40MShares$1.55 Billion23.99% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.44 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.5MShares$676 Million0.21% of portfolio
-
Apella Capital, LLC13.5MShares$522 Million12.2% of portfolio