Geometric Wealth Advisors DFIP Holdings History
Geometric Wealth Advisors's Dimensional Inflation-Protected Securities ETF Holding Summary
As of 2025-03-31, Geometric Wealth Advisors held 497,976.00 shares of Dimensional Inflation-Protected Securities ETF(DFIP), totaling $20.97 Mil. This investment constitutes 3.58% of their stock portfolio, and Geometric Wealth Advisors now holds 2.35% of the outstanding Dimensional Inflation-Protected Securities ETF(DFIP) stock.
The initial trade took place in 2023Q4. And since then Geometric Wealth Advisors has made 6 purchases of DFIP, at an average price of $40.77, for a total of 497,976.00 shares. Based on historical transaction data and DFIP's current price of $41.69, Geometric Wealth Advisors's estimated gain on his DFIP holdings is $458,575.58, reflecting a 2.26% gain to date.
Geometric Wealth Advisors DFIP ($41.69) Holding Chart
Geometric Wealth Advisors DFIP ($41.69) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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