Geo Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History

Geo Wealth Management, LLC

$2.92 Billion
Q4 2024

A detailed history of Geo Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Geo Wealth Management, LLC holds 5,363,687 shares of DFAC stock, worth $189 Million. This represents 6.36% of its overall portfolio holdings.

Number of Shares

5,363,687

Previous 2,451,782 118.77%

Holding current value

$189 Million

Previous $84.1 Million 120.75%

% of portfolio

6.36%

Previous 3.08%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$33.92 - $36.6 $98.8 Million - $107 Million	2,911,905 Added 118.77%	5,363,687 $186 Million
Q3 2024 Nov 12, 2024	SELL	$31.05 - $34.29 $11.2 Million - $12.3 Million	-360,033 Reduced 12.8%	2,451,782 $84.1 Million
Q2 2024 Aug 12, 2024	SELL	$30.09 - $32.37 $1.24 Million - $1.34 Million	-41,329 Reduced 1.45%	2,811,815 $90.7 Million
Q1 2024 May 15, 2024	BUY	$28.62 - $31.95 $81.7 Million - $91.2 Million	2,853,144 New	2,853,144 $91.2 Million

Others Institutions Holding DFAC

# of Institutions

1,054

Shares Held

797M

Call Options Held

40K

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

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Geo Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History