Geometric Wealth Advisors Dimensional ETF Tr U S Equity Transaction History
Geometric Wealth Advisors
- $529 Million
- Q4 2024
A detailed history of Geometric Wealth Advisors transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Geometric Wealth Advisors holds 9,885 shares of DFUS stock, worth $648,258. This represents 0.12% of its overall portfolio holdings.
Number of Shares
9,885
Previous 9,885
-0.0%
Holding current value
$648,258
Previous $614,000
2.61%
% of portfolio
0.12%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding DFUS
# of Institutions
698Shares Held
144MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$574 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$522 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$381 Million20.61% of portfolio
-
Plancorp, LLC4.96MShares$326 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$270 Million0.08% of portfolio