Geometric Wealth Advisors Dimensional ETF Tr Dimensional Transaction History
Geometric Wealth Advisors
- $479 Million
- Q2 2024
A detailed history of Geometric Wealth Advisors transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Geometric Wealth Advisors holds 33,948 shares of DFIC stock, worth $950,544. This represents 0.19% of its overall portfolio holdings.
Number of Shares
33,948
Previous 33,948
-0.0%
Holding current value
$950,544
Previous $908,000
1.76%
% of portfolio
0.19%
Previous 0.22%
Shares
5 transactions
Others Institutions Holding DFIC
# of Institutions
343Shares Held
221MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$666 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$653 Million1.55% of portfolio
-
Forum Financial Management, LP Lombard, IL15.3MShares$427 Million8.27% of portfolio
-
Evensky & Katz LLC5.74MShares$161 Million10.51% of portfolio
-
Rw Investment Management LLC Eagle, ID4.71MShares$132 Million16.75% of portfolio