Geometric Wealth Advisors Dimensional ETF Tr U S Equity Transaction History
Geometric Wealth Advisors
- $518 Million
- Q3 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 $628,686. This represents 0.12% of its overall portfolio holdings.
Number of Shares
9,885
Previous 9,885
-0.0%
Holding current value
$628,686
Previous $581,000
5.68%
% of portfolio
0.12%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding DFUS
# of Institutions
645Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$557 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$506 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$373 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$316 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$262 Million0.08% of portfolio