Geometric Wealth Advisors Dimensional ETF Tr Inflation P Call Options Transaction History

Geometric Wealth Advisors

$518 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DFIP

# of Institutions

105

Shares Held

10.3M

Call Options Held

0

Put Options Held

0

Matson Money. Inc.

2.05M
Shares

$84.6 Million
2.79% of portfolio
Heirloom Wealth Management Greenwood Village, CO

991K
Shares

$40.9 Million
13.61% of portfolio
Hill Investment Group Partners, LLC St. Louis, MO

811K
Shares

$33.5 Million
4.48% of portfolio
Planning Center, Inc.

739K
Shares

$30.5 Million
5.43% of portfolio
Cpa Asset Management LLC West Palm Beach, FL

406K
Shares

$16.7 Million
8.29% of portfolio

About DIMENSIONAL ETF TR INFLATION P

Ticker DFIP
Sector ETFs
Industry ETFs

More about DFIP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Geometric Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Geometric Wealth Advisors with notifications on news.