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 $20.8 Million. This represents 3.74% of its overall portfolio holdings.
Number of Shares
497,976
Previous 451,112
10.39%
Holding current value
$20.8 Million
Previous $18.3 Million
14.8%
% of portfolio
3.74%
Previous 3.46%
Shares
6 transactions
Others Institutions Holding DFIP
# of Institutions
147Shares Held
15.8MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$149 Million5.21% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.03MShares$42.9 Million13.1% of portfolio
-
Planning Center, Inc.850KShares$35.5 Million5.96% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO790KShares$33 Million4.57% of portfolio
-
Hemington Wealth Management766KShares$32 Million4.64% of portfolio