Geometric Wealth Advisors Dimensional ETF Tr Inflation P Put Options Transaction History
Geometric Wealth Advisors
- $561 Million
- Q1 2025
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding DFIP
# of Institutions
147Shares Held
15.7MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$150 Million5.48% of portfolio
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Heirloom Wealth Management Greenwood Village, CO1.03MShares$43 Million13.1% of portfolio
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Planning Center, Inc.850KShares$35.6 Million5.96% of portfolio
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Hill Investment Group Partners, LLC St. Louis, MO790KShares$33.1 Million4.57% of portfolio
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Hemington Wealth Management766KShares$32.1 Million4.64% of portfolio