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
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024

BUY
$40.58 - $41.54 $308,732 - $316,036
7,608 Added 5.63%
142,741 $5.89 Million
Q4 2023

Jan 18, 2024

BUY
$39.16 - $41.47 $5.29 Million - $5.6 Million
135,133 New
135,133 $5.58 Million

Others Institutions Holding DFIP

About DIMENSIONAL ETF TR INFLATION P


  • Ticker DFIP
  • Sector ETFs
  • Industry ETFs
More about DFIP
Track This Portfolio

Track Geometric Wealth Advisors Portfolio

Follow Geometric Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geometric Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Geometric Wealth Advisors with notifications on news.