Geneos Wealth Management Inc. Dimensional ETF Tr Transaction History

Geneos Wealth Management Inc.

$3.85 Billion
Q4 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 2,259 shares of DFAX stock, worth $72,310. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,259

Previous 2,254 0.22%

Holding current value

$72,310

Previous $70,000 2.86%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 28, 2026	BUY	$30.71 - $32.34 $153 - $161	5 Added 0.22%	2,259 $72,000
Q3 2025 Oct 22, 2025	SELL	$29.25 - $31.56 $267,374 - $288,489	-9,141 Reduced 80.22%	2,254 $70,000
Q2 2025 Aug 18, 2025	SELL	$23.37 - $29.39 $4,370 - $5,495	-187 Reduced 1.61%	11,395 $334,000
Q1 2025 May 07, 2025	BUY	$24.45 - $27.2 $228,436 - $254,129	9,343 Added 417.28%	11,582 $303,000
Q4 2024 Jan 21, 2025	BUY	$24.76 - $27.04 $173 - $189	7 Added 0.31%	2,239 $55,000

Q2 2024 Jul 23, 2024	SELL	$24.57 - $26.36 $169,876 - $182,253	-6,914 Reduced 75.6%	2,232 $56,000
Q1 2024 May 03, 2024	BUY	$23.42 - $25.45 $214,199 - $232,765	9,146 New	9,146 $232,000
Q2 2022 Jul 22, 2022	SELL	$21.22 - $25.37 $20,519 - $24,532	-967 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$23.26 - $26.72 $22,492 - $25,838	967 New	967 $24,000

Others Institutions Holding DFAX

# of Institutions

676

Shares Held

259M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAX

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Geneos Wealth Management Inc. Dimensional ETF Tr Transaction History