Geometric Wealth Advisors Dimensional ETF Tr Inflation P Transaction History
Geometric Wealth Advisors
- $417 Million
- Q1 2024
A detailed history of Geometric Wealth Advisors transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Geometric Wealth Advisors holds 142,741 shares of DFIP stock, worth $5.82 Million. This represents 1.41% of its overall portfolio holdings.
Number of Shares
142,741
Previous 135,133
5.63%
Holding current value
$5.82 Million
Previous $5.58 Million
5.56%
% of portfolio
1.41%
Previous 1.49%
Shares
2 transactions
Others Institutions Holding DFIP
# of Institutions
98Shares Held
6.6MCall Options Held
0Put Options Held
0-
Heirloom Wealth Management Greenwood Village, CO844KShares$34.4 Million12.51% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO822KShares$33.5 Million4.79% of portfolio
-
Cpa Asset Management LLC West Palm Beach, FL397KShares$16.2 Million9.18% of portfolio
-
Larson Financial Group LLC357KShares$14.5 Million1.15% of portfolio
-
Rather & Kittrell, Inc. Knoxville, TN267KShares$10.9 Million3.43% of portfolio