Geometric Wealth Advisors Dimensional ETF Tr Core Fxd In Transaction History

Geometric Wealth Advisors

$561 Million
Q1 2025

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 10,398 shares of DFCF stock, worth $437,027. This represents 0.08% of its overall portfolio holdings.

Number of Shares

10,398

Previous 14,181 26.68%

Holding current value

$437,027

Previous $586,000 25.43%

% of portfolio

0.08%

Previous 0.11%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$40.79 - $42.32 $154,308 - $160,096	-3,783 Reduced 26.68%	10,398 $437,000
Q4 2024 Feb 07, 2025	BUY	$41.17 - $43.34 $125,362 - $131,970	3,045 Added 27.34%	14,181 $586,000
Q3 2024 Oct 24, 2024	BUY	$41.34 - $43.55 $4,671 - $4,921	113 Added 1.03%	11,136 $480,000
Q2 2024 Aug 13, 2024	BUY	$40.79 - $41.97 $5,302 - $5,456	130 Added 1.19%	11,023 $457,000
Q1 2024 May 07, 2024	SELL	$41.54 - $42.6 $26,502 - $27,178	-638 Reduced 5.53%	10,893 $456,000
Q4 2023 Jan 18, 2024	BUY	$39.52 - $42.54 $455,705 - $490,528	11,531 New	11,531 $488,000
Q4 2022 Jan 09, 2023	BUY	$39.82 - $42.74 $23,294 - $25,002	585 Added 8.5%	7,466 $0
Q3 2022 Oct 11, 2022	BUY	$40.64 - $44.91 $57,017 - $63,008	1,403 Added 25.61%	6,881 $282,000
Q2 2022 Jul 20, 2022	BUY	$42.49 - $46.23 $232,760 - $253,247	5,478 New	5,478 $239,000

Others Institutions Holding DFCF

# of Institutions

427

Shares Held

121M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
Sector ETFs
Industry ETFs

More about DFCF

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Geometric Wealth Advisors Dimensional ETF Tr Core Fxd In Transaction History