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 2,389,931 shares of DFAX stock, worth $76.5 Million. This represents 2.91% of its overall portfolio holdings.

Number of Shares

2,389,931

Previous 2,447,433 2.35%

Holding current value

$76.5 Million

Previous $71.9 Million 4.33%

% of portfolio

2.91%

Previous 3.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$29.25 - $31.56 $1.68 Million - $1.81 Million	-57,502 Reduced 2.35%	2,389,931 $75 Million
Q2 2025 Aug 13, 2025	SELL	$23.37 - $29.39 $5.16 Million - $6.49 Million	-220,944 Reduced 8.28%	2,447,433 $71.9 Million
Q1 2025 May 09, 2025	SELL	$24.45 - $27.2 $2.04 Million - $2.27 Million	-83,370 Reduced 3.03%	2,668,377 $69.9 Million
Q4 2024 Feb 13, 2025	BUY	$24.76 - $27.04 $30.7 Million - $33.6 Million	1,241,761 Added 82.24%	2,751,747 $68.4 Million
Q3 2024 Nov 12, 2024	BUY	$24.29 - $27.25 $1.21 Million - $1.35 Million	49,613 Added 3.4%	1,509,986 $40.8 Million

Q2 2024 Aug 12, 2024	SELL	$24.57 - $26.36 $910,097 - $976,400	-37,041 Reduced 2.47%	1,460,373 $37.1 Million
Q1 2024 May 15, 2024	BUY	$23.42 - $25.45 $35.1 Million - $38.1 Million	1,497,414 New	1,497,414 $38.1 Million

Others Institutions Holding DFAX

# of Institutions

669

Shares Held

258M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

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Geo Wealth Management, LLC Dimensional ETF Tr Transaction History