Geometric Wealth Advisors Dimensional ETF Tr Transaction History
Geometric Wealth Advisors
- $614 Million
- Q2 2025
Shares
2 transactions
Others Institutions Holding DFAE
# of Institutions
617Shares Held
180MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$414 Million1.35% of portfolio
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Mather Group, Llc. Chicago, IL12.2MShares$397 Million3.91% of portfolio
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Ubs Group Ag6.13MShares$200 Million0.03% of portfolio
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Bank Of America Corp Charlotte, NC5.07MShares$166 Million0.01% of portfolio
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Foster Group, Inc.4.02MShares$131 Million4.18% of portfolio