Geometric Wealth Advisors Dimensional ETF Tr Dimensional Transaction History
Geometric Wealth Advisors
- $518 Million
- Q3 2024
A detailed history of Geometric Wealth Advisors transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Geometric Wealth Advisors holds 33,948 shares of DFIC stock, worth $909,806. This represents 0.18% of its overall portfolio holdings.
Number of Shares
33,948
Previous 33,948
-0.0%
Holding current value
$909,806
Previous $892,000
7.06%
% of portfolio
0.18%
Previous 0.19%
Shares
5 transactions
Others Institutions Holding DFIC
# of Institutions
383Shares Held
2.26BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$54.2 Billion3.13% of portfolio
-
Envestnet Asset Management Inc27MShares$724 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$690 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$423 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$158 Million10.81% of portfolio