Geneos Wealth Management Inc. Dimensional ETF Tr Short Durat Transaction History

Geneos Wealth Management Inc.

$3.77 Billion
Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 16,874 shares of DFSD stock, worth $813,326. This represents 0.02% of its overall portfolio holdings.

Number of Shares

16,874

Previous 18,076 6.65%

Holding current value

$813,326

Previous $867,000 6.23%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	SELL	$47.86 - $48.43 $57,527 - $58,212	-1,202 Reduced 6.65%	16,874 $813,000
Q2 2025 Aug 18, 2025	BUY	$47.09 - $48.01 $245,338 - $250,132	5,210 Added 40.49%	18,076 $867,000
Q1 2025 May 21, 2025	BUY	$46.74 - $47.55 $56,695 - $57,678	1,213 Added 10.41%	12,866 $611,000
Q1 2025 May 07, 2025	BUY	$46.74 - $47.55 $171,255 - $174,223	3,664 Added 45.86%	11,653 $553,000
Q4 2024 Jan 21, 2025	BUY	$46.75 - $47.8 $28,891 - $29,540	618 Added 8.38%	7,989 $374,000

Q3 2024 Nov 14, 2024	BUY	$47.0 - $47.84 $332,572 - $338,515	7,076 Added 2398.64%	7,371 $351,000
Q2 2024 Jul 23, 2024	BUY	$46.64 - $47.15 $13,758 - $13,909	295 New	295 $13,000

Others Institutions Holding DFSD

# of Institutions

388

Shares Held

84.7M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

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Geneos Wealth Management Inc. Dimensional ETF Tr Short Durat Transaction History