Geneos Wealth Management Inc. Dimensional ETF Tr Transaction History

Geneos Wealth Management Inc.

$3.77 Billion
Q3 2025

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 1,874 shares of DFAU stock, worth $86,110. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,874

Previous 11,448 83.63%

Holding current value

$86,110

Previous $484,000 82.44%

% of portfolio

0.0%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	SELL	$42.42 - $45.96 $406,129 - $440,021	-9,574 Reduced 83.63%	1,874 $85,000
Q2 2025 Aug 18, 2025	BUY	$34.04 - $42.36 $14,637 - $18,214	430 Added 3.9%	11,448 $484,000
Q1 2025 May 21, 2025	SELL	$37.84 - $42.29 $57,933 - $64,745	-1,531 Reduced 12.2%	11,018 $423,000
Q1 2025 May 07, 2025	BUY	$37.84 - $42.29 $378,097 - $422,561	9,992 Added 390.77%	12,549 $482,000
Q4 2024 Jan 21, 2025	SELL	$39.27 - $42.38 $17,789 - $19,198	-453 Reduced 15.05%	2,557 $103,000

Q3 2024 Nov 14, 2024	BUY	$35.8 - $39.69 $40,776 - $45,206	1,139 Added 60.88%	3,010 $119,000
Q2 2024 Jul 23, 2024	BUY	$34.53 - $37.67 $8,839 - $9,643	256 Added 15.85%	1,871 $70,000
Q1 2024 May 03, 2024	SELL	$32.59 - $36.54 $20,042 - $22,472	-615 Reduced 27.58%	1,615 $59,000
Q4 2023 Jan 26, 2024	BUY	$28.58 - $33.37 $46,156 - $53,892	1,615 Added 262.6%	2,230 $74,000
Q1 2023 Apr 25, 2023	BUY	$26.87 - $29.65 $16,525 - $18,234	615 New	615 $17,000
Q3 2022 Nov 14, 2022	BUY	$25.15 - $30.14 $7,268 - $8,710	289 New	289 $7,000

Others Institutions Holding DFAU

# of Institutions

552

Shares Held

153M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

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Geneos Wealth Management Inc. Dimensional ETF Tr Transaction History