Geometric Wealth Advisors Dimensional ETF Tr U S Target Transaction History
Geometric Wealth Advisors
- $518 Million
- Q3 2024
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 7,629 shares of DFAT stock, worth $439,048. This represents 0.08% of its overall portfolio holdings.
Number of Shares
7,629
Previous 7,629
-0.0%
Holding current value
$439,048
Previous $395,000
7.34%
% of portfolio
0.08%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding DFAT
# of Institutions
668Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$814 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$716 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$505 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$424 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$299 Million2.46% of portfolio