Geometric Wealth Advisors Dimensional ETF Tr Dimensional Transaction History

Geometric Wealth Advisors

  • $518 Million
  • Q3 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 $922,706. This represents 0.18% of its overall portfolio holdings.

Number of Shares
33,948
Previous 33,948 -0.0%
Holding current value
$922,706
Previous $892,000 7.06%
% of portfolio
0.18%
Previous 0.19%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 12, 2023
SELL
$23.25 - $25.17 $151,311 - $163,806
-6,508 Reduced 16.09%
33,948 $792,000
Q1 2023

May 01, 2023
BUY
$22.5 - $24.64 $146,430 - $160,357
6,508 Added 19.17%
40,456 $973,000
Q4 2022

Jan 09, 2023
BUY
$19.06 - $23.03 $311,573 - $376,471
16,347 Added 92.88%
33,948 $0
Q3 2022

Oct 11, 2022
SELL
$19.05 - $23.07 $5.21 Million - $6.31 Million
-273,703 Reduced 93.96%
17,601 $337,000
Q2 2022

Jul 20, 2022
BUY
$21.35 - $25.2 $6.22 Million - $7.34 Million
291,304 New
291,304 $6.27 Million

Others Institutions Holding DFIC

# of Institutions
353
Shares Held
230M
Call Options Held
900
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIC Quotes by TradingView
  • Ticker DFIC
  • Sector ETFs
  • Industry ETFs
More about DFIC
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