Geometric Wealth Advisors Dimensional ETF Tr Inflation P Transaction History
Geometric Wealth Advisors
- $518 Million
- Q3 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 429,870 shares of DFIP stock, worth $17.3 Million. This represents 3.51% of its overall portfolio holdings.
Number of Shares
429,870
Previous 381,715
12.62%
Holding current value
$17.3 Million
Previous $15.6 Million
16.61%
% of portfolio
3.51%
Previous 3.25%
Shares
4 transactions
Others Institutions Holding DFIP
# of Institutions
115Shares Held
12.5MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.49MShares$141 Million5.09% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO991KShares$40 Million13.61% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO803KShares$32.4 Million4.54% of portfolio
-
Planning Center, Inc.744KShares$30 Million5.32% of portfolio
-
Cpa Asset Management LLC West Palm Beach, FL406KShares$16.4 Million8.29% of portfolio