Geometric Wealth Advisors Dimensional ETF Tr Dimensional Transaction History
Geometric Wealth Advisors
- $614 Million
- Q2 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 $1.11 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
33,948
Previous 33,948
-0.0%
Holding current value
$1.11 Million
Previous $942,000
12.0%
% of portfolio
0.17%
Previous 0.17%
Shares
5 transactions
Others Institutions Holding DFIC
# of Institutions
513Shares Held
297MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.04 Billion2.04% of portfolio
-
Envestnet Asset Management Inc28.8MShares$944 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$525 Million8.62% of portfolio
-
Evensky & Katz LLC6.15MShares$202 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$167 Million0.21% of portfolio