Geometric Wealth Advisors Dimensional ETF Tr Core Fxd In Transaction History
Geometric Wealth Advisors
- $518 Million
- Q3 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 11,136 shares of DFCF stock, worth $458,469. This represents 0.09% of its overall portfolio holdings.
Number of Shares
11,136
Previous 11,023
1.03%
Holding current value
$458,469
Previous $457,000
5.03%
% of portfolio
0.09%
Previous 0.1%
Shares
7 transactions
Others Institutions Holding DFCF
# of Institutions
331Shares Held
88.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$432 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$119 Million11.58% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$110 Million23.84% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$100 Million1.24% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.08MShares$85.7 Million12.12% of portfolio