Geometric Wealth Advisors Dimensional ETF Tr U S Core Eq Transaction History
Geometric Wealth Advisors
- $529 Million
- Q4 2024
A detailed history of Geometric Wealth Advisors transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Geometric Wealth Advisors holds 7,498,771 shares of DFAC stock, worth $262 Million. This represents 49.09% of its overall portfolio holdings.
Number of Shares
7,498,771
Previous 7,327,678
2.33%
Holding current value
$262 Million
Previous $251 Million
3.26%
% of portfolio
49.09%
Previous 48.46%
Shares
13 transactions
Others Institutions Holding DFAC
# of Institutions
1,054Shares Held
797MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2 Billion0.66% of portfolio
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Mercer Global Advisors Inc Denver, CO46.5MShares$1.63 Billion3.97% of portfolio
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Forum Financial Management, LP Lombard, IL37.6MShares$1.32 Billion25.73% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.31 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC18.2MShares$636 Million0.26% of portfolio