Geneos Wealth Management Inc. Dimensional ETF Tr Dimensional Transaction History
Geneos Wealth Management Inc.
- $3.85 Billion
- Q4 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 3,000 shares of DISV stock, worth $107,760. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,000Holding current value
$107,760% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
403Shares Held
83.1MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$318 Million10.25% of portfolio
-
Mather Group, Llc. Chicago, IL5.87MShares$211 Million2.22% of portfolio
-
Forum Financial Management, LP Lombard, IL5.82MShares$209 Million3.14% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$113 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.27MShares$81.5 Million0.98% of portfolio