Geometric Wealth Advisors Dimensional ETF Tr Inflation P Transaction History

Geometric Wealth Advisors

$561 Million
Q1 2025

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 497,976 shares of DFIP stock, worth $20.6 Million. This represents 3.74% of its overall portfolio holdings.

Number of Shares

497,976

Previous 451,112 10.39%

Holding current value

$20.6 Million

Previous $18.3 Million 14.8%

% of portfolio

3.74%

Previous 3.46%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$40.27 - $42.11 $1.89 Million - $1.97 Million	46,864 Added 10.39%	497,976 $21 Million
Q4 2024 Feb 07, 2025	BUY	$40.31 - $42.43 $856,265 - $901,298	21,242 Added 4.94%	451,112 $18.3 Million
Q3 2024 Oct 24, 2024	BUY	$40.69 - $42.46 $1.96 Million - $2.04 Million	48,155 Added 12.62%	429,870 $18.2 Million
Q2 2024 Aug 13, 2024	BUY	$40.31 - $41.37 $9.63 Million - $9.89 Million	238,974 Added 167.42%	381,715 $15.6 Million
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

# of Institutions

146

Shares Held

15.5M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR INFLATION P

Ticker DFIP
Sector ETFs
Industry ETFs

More about DFIP

Track This Portfolio

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.

Account

Geometric Wealth Advisors Dimensional ETF Tr Inflation P Transaction History