Geneos Wealth Management Inc. Dimensional ETF Tr U S Equity Transaction History

Geneos Wealth Management Inc.

  • $2.6 Billion
  • Q3 2024

A detailed history of Geneos Wealth Management Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 15,531 shares of DFUS stock, worth $1 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
15,531
Previous 15,040 3.26%
Holding current value
$1 Million
Previous $885,000 9.15%
% of portfolio
0.04%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$56.04 - $62.2 $27,515 - $30,540
491 Added 3.26%
15,531 $966,000
Q1 2024

May 03, 2024
SELL
$50.79 - $56.98 $62,624 - $70,256
-1,233 Reduced 7.58%
15,040 $856,000
Q4 2023

Jan 26, 2024
SELL
$44.51 - $52.0 $13,353 - $15,600
-300 Reduced 1.81%
16,273 $843,000
Q4 2022

Jan 30, 2023
BUY
$38.86 - $44.32 $8,471 - $9,661
218 Added 1.33%
16,573 $689,000
Q2 2022

Jul 22, 2022
SELL
$39.62 - $49.51 $5,665 - $7,079
-143 Reduced 0.87%
16,355 $666,000
Q1 2022

May 16, 2022
BUY
$45.16 - $52.01 $745,049 - $858,060
16,498 New
16,498 $808,000

Others Institutions Holding DFUS

# of Institutions
645
Shares Held
133M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S EQUITY

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