Geo Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History
Geo Wealth Management, LLC
- $2.92 Billion
- Q4 2024
A detailed history of Geo Wealth Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Geo Wealth Management, LLC holds 632 shares of DFUV stock, worth $25,842. This represents 0.0% of its overall portfolio holdings.
Number of Shares
632
Previous 632
-0.0%
Holding current value
$25,842
Previous $26,000
3.85%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
709Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.39 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.29 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$734 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$590 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$439 Million0.67% of portfolio