Geneos Wealth Management Inc. Dimensional ETF Tr Dimensional Transaction History

Geneos Wealth Management Inc.

$3.77 Billion
Q3 2025

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 375,745 shares of DFIC stock, worth $12.5 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

375,745

Previous 365,684 2.75%

Holding current value

$12.5 Million

Previous $11.4 Million 8.36%

% of portfolio

0.33%

Previous 0.29%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$30.76 - $33.01 $309,476 - $332,113	10,061 Added 2.75%	375,745 $12.3 Million
Q2 2025 Aug 18, 2025	BUY	$24.94 - $31.15 $222,414 - $277,795	8,918 Added 2.5%	365,684 $11.4 Million
Q1 2025 May 21, 2025	SELL	$25.54 - $28.79 $12,923 - $14,567	-506 Reduced 0.14%	356,766 $9.91 Million
Q1 2025 May 07, 2025	BUY	$25.54 - $28.79 $404,630 - $456,119	15,843 Added 4.64%	357,272 $9.92 Million
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

527

Shares Held

284M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

More about DFIC

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Geneos Wealth Management Inc. Dimensional ETF Tr Dimensional Transaction History