Geo Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Geo Wealth Management, LLC

  • $2.92 Billion
  • Q4 2024

A detailed history of Geo Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Geo Wealth Management, LLC holds 36,421 shares of DFSV stock, worth $1.1 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
36,421
Previous 22,741 60.16%
Holding current value
$1.1 Million
Previous $700,000 60.14%
% of portfolio
0.04%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$30.18 - $33.87 $412,862 - $463,341
13,680 Added 60.16%
36,421 $1.12 Million
Q3 2024

Nov 12, 2024
BUY
$28.25 - $31.7 $284,279 - $318,997
10,063 Added 79.37%
22,741 $700,000
Q2 2024

Aug 12, 2024
BUY
$27.81 - $30.13 $216,890 - $234,983
7,799 Added 159.85%
12,678 $364,000
Q1 2024

May 15, 2024
BUY
$27.45 - $30.1 $133,928 - $146,857
4,879 New
4,879 $146,000

Others Institutions Holding DFSV

# of Institutions
413
Shares Held
109M
Call Options Held
600
Put Options Held
8.2K
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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