Geometric Wealth Advisors Dimensional ETF Tr Transaction History
Geometric Wealth Advisors
- $561 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding DFAI
# of Institutions
664Shares Held
241MCall Options Held
500Put Options Held
0-
Prudential Financial Inc Newark, NJ18.8MShares$645 Million0.87% of portfolio
-
Envestnet Asset Management Inc7.43MShares$255 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC7.01MShares$241 Million0.02% of portfolio
-
Sym Financial Corp6.67MShares$229 Million25.84% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.71MShares$196 Million18.44% of portfolio