Geneos Wealth Management Inc. Dimensional ETF Tr Core Fxd In Transaction History

Geneos Wealth Management Inc.

$3.77 Billion
Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 9,697 shares of DFCF stock, worth $414,255. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,697

Previous 28,131 65.53%

Holding current value

$414,255

Previous $1.19 Million 65.15%

% of portfolio

0.01%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	SELL	$41.8 - $43.15 $770,541 - $795,427	-18,434 Reduced 65.53%	9,697 $414,000
Q2 2025 Aug 18, 2025	BUY	$41.1 - $42.37 $13,275 - $13,685	323 Added 1.16%	28,131 $1.19 Million
Q1 2025 May 21, 2025	BUY	$40.79 - $42.32 $732,792 - $760,278	17,965 Added 182.52%	27,808 $1.17 Million
Q1 2025 May 07, 2025	BUY	$40.79 - $42.32 $76,032 - $78,884	1,864 Added 23.36%	9,843 $413,000
Q4 2024 Jan 21, 2025	SELL	$41.17 - $43.34 $2,346 - $2,470	-57 Reduced 0.71%	7,979 $330,000

Q3 2024 Nov 14, 2024	BUY	$41.34 - $43.55 $286,610 - $301,932	6,933 Added 628.56%	8,036 $347,000
Q2 2024 Jul 23, 2024	BUY	$40.79 - $41.97 $15,663 - $16,116	384 Added 53.41%	1,103 $45,000
Q1 2024 May 03, 2024	BUY	$41.54 - $42.6 $29,867 - $30,629	719 New	719 $30,000

Others Institutions Holding DFCF

# of Institutions

441

Shares Held

138M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
Sector ETFs
Industry ETFs

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Geneos Wealth Management Inc. Dimensional ETF Tr Core Fxd In Transaction History