Geo Wealth Management, LLC Dimensional ETF Tr Emerging Mk Transaction History
Geo Wealth Management, LLC
- $2.73 Billion
- Q3 2024
A detailed history of Geo Wealth Management, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Geo Wealth Management, LLC holds 9,297 shares of DFEM stock, worth $247,021. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,297
Previous 4,512
106.05%
Holding current value
$247,021
Previous $120,000
117.5%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding DFEM
# of Institutions
347Shares Held
132MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$414 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$153 Million0.23% of portfolio
-
Truepoint, Inc.4.44MShares$118 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$106 Million0.16% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$105 Million1.18% of portfolio