Geneos Wealth Management Inc. Dimensional ETF Tr Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
A detailed history of Geneos Wealth Management Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,305 shares of DFAE stock, worth $34,791. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,305
Previous 1,305
-0.0%
Holding current value
$34,791
Previous $35,000
5.71%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DFAE
# of Institutions
536Shares Held
168MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH15.5MShares$414 Million2.64% of portfolio
-
Retirement Systems Of Alabama12.7MShares$338 Million1.22% of portfolio
-
Mather Group, Llc. Chicago, IL8.94MShares$238 Million2.96% of portfolio
-
Ubs Group Ag5.28MShares$141 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.58MShares$122 Million0.01% of portfolio