Geometric Wealth Advisors Dimensional ETF Tr Core Fxd In Transaction History
Geometric Wealth Advisors
- $529 Million
- Q4 2024
A detailed history of Geometric Wealth Advisors transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Geometric Wealth Advisors holds 14,181 shares of DFCF stock, worth $590,355. This represents 0.11% of its overall portfolio holdings.
Number of Shares
14,181
Previous 11,136
27.34%
Holding current value
$590,355
Previous $480,000
22.08%
% of portfolio
0.11%
Previous 0.09%
Shares
8 transactions
Others Institutions Holding DFCF
# of Institutions
410Shares Held
3.56BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$143 Billion8.57% of portfolio
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$481 Million3.2% of portfolio
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Truepoint, Inc.11.1MShares$463 Million12.57% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$123 Million11.32% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$116 Million1.39% of portfolio