Geometric Wealth Advisors Dimensional ETF Tr Dimensional Transaction History
Geometric Wealth Advisors
- $561 Million
- Q1 2025
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 $1.05 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
33,948
Previous 33,948
-0.0%
Holding current value
$1.05 Million
Previous $877,000
7.41%
% of portfolio
0.17%
Previous 0.17%
Shares
5 transactions
Others Institutions Holding DFIC
# of Institutions
471Shares Held
279MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$957 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$853 Million0.26% of portfolio
-
Forum Financial Management, LP Lombard, IL16.2MShares$503 Million8.53% of portfolio
-
Evensky & Katz LLC6.32MShares$196 Million11.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$160 Million0.2% of portfolio