GWA
Geometric Wealth Advisors’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.9M | Buy |
498,824
+848
| +0.2% | +$35.5K | 3.12% | 5 |
|
|
2025
Q1 | $21M | Buy |
497,976
+46,864
| +10% | +$1.97M | 3.58% | 4 |
|
|
2024
Q4 | $18.3M | Buy |
451,112
+21,242
| +5% | +$860K | 3.32% | 3 |
|
|
2024
Q3 | $18.2M | Buy |
429,870
+48,155
| +13% | +$2.04M | 3.36% | 3 |
|
|
2024
Q2 | $15.6M | Buy |
381,715
+238,974
| +167% | +$9.76M | 3.2% | 3 |
|
|
2024
Q1 | $5.89M | Buy |
142,741
+7,608
| +6% | +$314K | 1.39% | 4 |
|
|
2023
Q4 | $5.58M | Buy |
+135,133
| New | +$5.58M | 1.48% | 3 |
|