Geometric Wealth Advisors Dimensional ETF Tr Core Fxd In Transaction History
Geometric Wealth Advisors
- $529 Million
- Q4 2024
A detailed history of Geometric Wealth Advisors transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Geometric Wealth Advisors holds 14,181 shares of DFCF stock, worth $598,721. This represents 0.11% of its overall portfolio holdings.
Number of Shares
14,181
Previous 11,136
27.34%
Holding current value
$598,721
Previous $480,000
22.08%
% of portfolio
0.11%
Previous 0.09%
Shares
8 transactions
Others Institutions Holding DFCF
# of Institutions
403Shares Held
3.56BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$145 Billion8.57% of portfolio
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$488 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$469 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$125 Million11.32% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$117 Million23.4% of portfolio