Geometric Wealth Advisors Dimensional ETF Tr Inflation P Transaction History
Geometric Wealth Advisors
- $614 Million
- Q2 2025
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 498,824 shares of DFIP stock, worth $21 Million. This represents 3.4% of its overall portfolio holdings.
Number of Shares
498,824
Previous 497,976
0.17%
Holding current value
$21 Million
Previous $21 Million
0.54%
% of portfolio
3.4%
Previous 3.74%
Shares
7 transactions
Others Institutions Holding DFIP
# of Institutions
147Shares Held
15.9MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$151 Million5.21% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO983KShares$41.4 Million11.5% of portfolio
-
Planning Center, Inc.869KShares$36.6 Million5.63% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO798KShares$33.6 Million4.35% of portfolio
-
Hemington Wealth Management766KShares$32.3 Million4.64% of portfolio