Geometric Wealth Advisors Dimensional ETF Tr Inflation P Transaction History
Geometric Wealth Advisors
- $529 Million
- Q4 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 451,112 shares of DFIP stock, worth $18.9 Million. This represents 3.46% of its overall portfolio holdings.
Number of Shares
451,112
Previous 429,870
4.94%
Holding current value
$18.9 Million
Previous $18.2 Million
0.5%
% of portfolio
3.46%
Previous 3.51%
Shares
5 transactions
Others Institutions Holding DFIP
# of Institutions
137Shares Held
14.7MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$150 Million5.48% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.03MShares$43.1 Million13.1% of portfolio
-
Planning Center, Inc.850KShares$35.7 Million5.96% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO798KShares$33.5 Million4.33% of portfolio
-
Cpa Asset Management LLC West Palm Beach, FL422KShares$17.7 Million7.82% of portfolio