Geo Wealth Management, LLC Dimensional ETF Tr Transaction History
Geo Wealth Management, LLC
- $2.58 Billion
- Q3 2025
A detailed history of Geo Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Geo Wealth Management, LLC holds 85,023 shares of DFAE stock, worth $2.76 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
85,023
Previous 85,772
0.87%
Holding current value
$2.76 Million
Previous $2.48 Million
7.93%
% of portfolio
0.1%
Previous 0.1%
Shares
11 transactions
Others Institutions Holding DFAE
# of Institutions
634Shares Held
186MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$412 Million1.35% of portfolio
-
Mather Group, Llc. Chicago, IL12.2MShares$395 Million3.91% of portfolio
-
Ubs Group Ag6.45MShares$210 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC5.76MShares$187 Million0.01% of portfolio
-
Coldstream Capital Management Inc4.49MShares$146 Million1.97% of portfolio