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 $424,115. This represents 0.06% of its overall portfolio holdings.
Number of Shares
7,358
              Previous 7,358
              
        
           -0.0%
        
      
          
        Holding current value
$424,115
            Previous $378,000
            
        
           5.03%
        
      
          
        % of portfolio
0.06%
            Previous 0.07%
          
        Shares
	  6 transactions
	
  Others Institutions Holding DFAT
# of Institutions
801Shares Held
173MCall Options Held
0Put Options Held
0- 
    
      Creative Planning Overland Park, KS14.1MShares$812 Million0.66% of portfolio
- 
    
      Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$717 Million7.18% of portfolio
- 
    
      Forum Financial Management, LP Lombard, IL9.75MShares$562 Million8.82% of portfolio
- 
    
      Index Fund Advisors, Inc.6.52MShares$376 Million19.13% of portfolio
- 
    
      Pure Financial Advisors, LLC4.96MShares$286 Million4.76% of portfolio