Geometric Wealth Advisors Dimensional ETF Tr Transaction History
Geometric Wealth Advisors
- $561 Million
- Q1 2025
A detailed history of Geometric Wealth Advisors transactions in Dimensional ETF Tr stock. As of the latest transaction made, Geometric Wealth Advisors holds 7,930,849 shares of DFAX stock, worth $237 Million. This represents 37.02% of its overall portfolio holdings.
Number of Shares
7,930,849
Previous 7,562,856
4.87%
Holding current value
$237 Million
Previous $188 Million
10.52%
% of portfolio
37.02%
Previous 35.57%
Shares
14 transactions
Others Institutions Holding DFAX
# of Institutions
624Shares Held
250MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$335 Million3.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$234 Million0.08% of portfolio
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Envestnet Asset Management Inc7.7MShares$230 Million0.07% of portfolio
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Rfg Advisory, LLC Birmingham, AL5.74MShares$171 Million4.32% of portfolio
-
Monograph Wealth Advisors, LLC5.54MShares$165 Million21.04% of portfolio