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 231,061 shares of DFAI stock, worth $8.57 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
231,061
Previous 226,024 2.23%
Holding current value
$8.57 Million
Previous $7.81 Million 7.5%
% of portfolio
0.33%
Previous 0.33%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$34.05 - $36.55 $171,509 - $184,102
5,037 Added 2.23%
231,061 $8.4 Million
Q2 2025

Aug 13, 2025
SELL
$28.02 - $34.71 $72,375 - $89,655
-2,583 Reduced 1.13%
226,024 $7.81 Million
Q1 2025

May 09, 2025
SELL
$28.88 - $32.4 $10.9 Million - $12.3 Million
-379,125 Reduced 62.38%
228,607 $7.14 Million
Q4 2024

Feb 13, 2025
SELL
$29.0 - $31.6 $3.2 Million - $3.49 Million
-110,517 Reduced 15.39%
607,732 $17.7 Million
Q3 2024

Nov 12, 2024
BUY
$28.69 - $32.06 $10.7 Million - $11.9 Million
371,368 Added 107.06%
718,249 $22.8 Million
Q2 2024

Aug 12, 2024
SELL
$28.93 - $30.91 $10 Million - $10.7 Million
-346,286 Reduced 49.96%
346,881 $10.3 Million
Q1 2024

May 15, 2024
SELL
$27.74 - $30.27 $19.2 Million - $21 Million
-693,167 Closed
0 $0
Q1 2024

May 15, 2024
BUY
$27.74 - $30.27 $896,584 - $978,356
32,321 Added 4.89%
693,167 $20.9 Million
Q4 2023

Feb 13, 2024
BUY
$24.88 - $28.69 $838,704 - $967,139
33,710 Added 5.38%
660,846 $18.9 Million
Q3 2023

Nov 13, 2023
BUY
$26.0 - $28.17 $3.28 Million - $3.56 Million
126,306 Added 25.22%
627,136 $16.4 Million
Q2 2023

Aug 10, 2023
BUY
$26.46 - $28.05 $13.3 Million - $14 Million
500,830 New
500,830 $13.7 Million

Others Institutions Holding DFAI

# of Institutions
711
Shares Held
283M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
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