Geometric Wealth Advisors Dimensional ETF Tr Inflation P Put Options Transaction History
Geometric Wealth Advisors
- $614 Million
- Q2 2025
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding DFIP
# of Institutions
147Shares Held
15.9MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$152 Million5.21% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO983KShares$41.9 Million11.5% of portfolio
-
Planning Center, Inc.869KShares$37 Million5.63% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO798KShares$34 Million4.35% of portfolio
-
Hemington Wealth Management766KShares$32.6 Million4.64% of portfolio