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 622 shares of DFIS stock, worth $16,004. This represents 0.0% of its overall portfolio holdings.
Number of Shares
622
Previous 622
-0.0%
Holding current value
$16,004
Previous $16,000
6.25%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DFIS
# of Institutions
235Shares Held
81.4MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp17.7MShares$456 Million0.42% of portfolio
-
Matson Money. Inc.12.4MShares$319 Million10.93% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$275 Million3.42% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.82MShares$98.3 Million0.14% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$67 Million3.04% of portfolio