Geometric Wealth Advisors Dimensional ETF Tr U S Equity Transaction History
Geometric Wealth Advisors
- $479 Million
- Q2 2024
A detailed history of Geometric Wealth Advisors transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Geometric Wealth Advisors holds 9,885 shares of DFUS stock, worth $608,520. This represents 0.12% of its overall portfolio holdings.
Number of Shares
9,885
Previous 9,885
-0.0%
Holding current value
$608,520
Previous $563,000
3.2%
% of portfolio
0.12%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding DFUS
# of Institutions
624Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$490 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$364 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$310 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$255 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.71MShares$228 Million0.23% of portfolio