Geometric Wealth Advisors Dimensional ETF Tr U S Target Transaction History
Geometric Wealth Advisors
- $614 Million
- Q2 2025
A detailed history of Geometric Wealth Advisors transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Geometric Wealth Advisors holds 7,358 shares of DFAT stock, worth $435,078. This represents 0.06% of its overall portfolio holdings.
Number of Shares
7,358
Previous 7,358
-0.0%
Holding current value
$435,078
Previous $378,000
5.03%
% of portfolio
0.06%
Previous 0.07%
Shares
6 transactions
Others Institutions Holding DFAT
# of Institutions
784Shares Held
171MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$833 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$735 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.35MShares$553 Million8.76% of portfolio
-
Index Fund Advisors, Inc.6.17MShares$365 Million19.45% of portfolio
-
Savant Capital, LLC4.95MShares$292 Million1.74% of portfolio