Geometric Wealth Advisors Dimensional ETF Tr Inflation P Transaction History
Geometric Wealth Advisors
- $529 Million
- Q4 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 451,112 shares of DFIP stock, worth $18.7 Million. This represents 3.46% of its overall portfolio holdings.
Number of Shares
451,112
Previous 429,870
4.94%
Holding current value
$18.7 Million
Previous $18.2 Million
0.5%
% of portfolio
3.46%
Previous 3.51%
Shares
5 transactions
Others Institutions Holding DFIP
# of Institutions
132Shares Held
14.4MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.52MShares$145 Million5.1% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.05MShares$43.5 Million13.39% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO798KShares$33 Million4.33% of portfolio
-
Planning Center, Inc.754KShares$31.2 Million5.34% of portfolio
-
Cpa Asset Management LLC West Palm Beach, FL421KShares$17.4 Million7.92% of portfolio