Geometric Wealth Advisors Dimensional ETF Tr Core Fxd In Transaction History
Geometric Wealth Advisors
- $479 Million
- Q2 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 11,023 shares of DFCF stock, worth $477,736. This represents 0.1% of its overall portfolio holdings.
Number of Shares
11,023
Previous 10,893
1.19%
Holding current value
$477,736
Previous $456,000
0.22%
% of portfolio
0.1%
Previous 0.11%
Shares
6 transactions
Others Institutions Holding DFCF
# of Institutions
313Shares Held
88.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.3MShares$445 Million12.38% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA7.66MShares$332 Million11.84% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.1MShares$135 Million21.55% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.78MShares$120 Million11.43% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.41MShares$105 Million24.22% of portfolio