Geneos Wealth Management Inc. Dimensional ETF Tr Dimensional Transaction History

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 341,429 shares of DFIC stock, worth $9.39 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
341,429
Previous 316,105 8.01%
Holding current value
$9.39 Million
Previous $8.9 Million 0.79%
% of portfolio
0.32%
Previous 0.34%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$25.61 - $28.0 $648,547 - $709,072
25,324 Added 8.01%
341,429 $8.83 Million
Q3 2024

Nov 14, 2024
BUY
$25.36 - $28.37 $2.31 Million - $2.58 Million
91,047 Added 40.45%
316,105 $8.9 Million
Q2 2024

Jul 23, 2024
BUY
$25.73 - $27.44 $5.79 Million - $6.18 Million
225,058 New
225,058 $5.92 Million

Others Institutions Holding DFIC

# of Institutions
438
Shares Held
2.28B
Call Options Held
5.9K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIC Quotes by TradingView
  • Ticker DFIC
  • Sector ETFs
  • Industry ETFs
More about DFIC
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