Geometric Wealth Advisors Dimensional ETF Tr Inflation P Transaction History
Geometric Wealth Advisors
- $688 Million
- Q3 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 521,234 shares of DFIP stock, worth $22 Million. This represents 3.2% of its overall portfolio holdings.
Number of Shares
521,234
Previous 498,824
4.49%
Holding current value
$22 Million
Previous $20.9 Million
5.54%
% of portfolio
3.2%
Previous 3.4%
Shares
8 transactions
Others Institutions Holding DFIP
# of Institutions
156Shares Held
17.6MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$151 Million5.03% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.07MShares$44.9 Million11.49% of portfolio
-
Hemington Wealth Management913KShares$38.4 Million5.01% of portfolio
-
Planning Center, Inc.898KShares$37.8 Million5.58% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO800KShares$33.7 Million4.12% of portfolio