Gen Financial Management, Inc. DIMENSIONAL ETF TRUST Transaction History

Gen Financial Management, Inc.

  • $122 Billion
  • Q2 2025
Number of Shares
60,665
Previous 57,572 5.37%
Holding current value
$1.88 Billion
Previous $1.76 Billion 6.92%
% of portfolio
1.54%
Previous 1.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
BUY
N/A
3,093 Added 5.37%
60,665 $1.88 Billion
Q1 2025

Apr 16, 2025
SELL
N/A
-13,032 Reduced 18.46%
57,572 $1.76 Billion
Q4 2024

Jan 24, 2025
BUY
N/A
70,604 New
70,604 $2.12 Billion
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