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 536 shares of DUHP stock, worth $16,798. This represents 0.0% of its overall portfolio holdings.
Number of Shares
536
Previous 924
41.99%
Holding current value
$16,798
Previous $31,000
41.94%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
393Shares Held
222MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.2 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.12 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$255 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$221 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$215 Million4.6% of portfolio