Geneos Wealth Management Inc. Dimensional ETF Tr Us Marketwi Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
A detailed history of Geneos Wealth Management Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 9,985 shares of DFUV stock, worth $427,857. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,985Holding current value
$427,857% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
648Shares Held
268MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.51 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.41 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$793 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$618 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$466 Million0.65% of portfolio