Geometric Wealth Advisors Dimensional ETF Tr Inflation P Put Options Transaction History
Geometric Wealth Advisors
- $561 Million
- Q1 2025
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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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
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Heirloom Wealth Management Greenwood Village, CO983KShares$41.1 Million11.5% of portfolio
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Planning Center, Inc.869KShares$36.3 Million5.63% of portfolio
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Hill Investment Group Partners, LLC St. Louis, MO790KShares$33 Million4.57% of portfolio
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Hemington Wealth Management766KShares$32 Million4.64% of portfolio