Geometric Wealth Advisors Dimensional ETF Tr U S Target Transaction History
Geometric Wealth Advisors
- $529 Million
- Q4 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 7,448 shares of DFAT stock, worth $387,147. This represents 0.08% of its overall portfolio holdings.
Number of Shares
7,448
Previous 7,629
2.37%
Holding current value
$387,147
Previous $424,000
2.36%
% of portfolio
0.08%
Previous 0.08%
Shares
5 transactions
Others Institutions Holding DFAT
# of Institutions
749Shares Held
168MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$731 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$647 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.94MShares$465 Million9.85% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$374 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$267 Million2.33% of portfolio