Geneos Wealth Management Inc. Dimensional ETF Tr U S Core Eq Transaction History
Geneos Wealth Management Inc.
- $2.6 Billion
- Q3 2024
A detailed history of Geneos Wealth Management Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 557,699 shares of DFAC stock, worth $19.7 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
557,699
Previous 425,018
31.22%
Holding current value
$19.7 Million
Previous $13.7 Million
39.56%
% of portfolio
0.74%
Previous 0.61%
Shares
9 transactions
Others Institutions Holding DFAC
# of Institutions
917Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.77 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.33 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.32 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$628 Million0.28% of portfolio