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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$31.05 - $34.29 $4.12 Million - $4.55 Million
132,681 Added 31.22%
557,699 $19.1 Million
Q2 2024

Jul 23, 2024

BUY
$30.09 - $32.37 $9.53 Million - $10.3 Million
316,670 Added 292.27%
425,018 $13.7 Million
Q1 2024

May 03, 2024

BUY
$28.62 - $31.95 $690,085 - $770,378
24,112 Added 28.62%
108,348 $3.46 Million
Q4 2023

Jan 26, 2024

SELL
$24.91 - $29.38 $242,025 - $285,456
-9,716 Reduced 10.34%
84,236 $2.46 Million
Q3 2023

Oct 11, 2023

SELL
$26.05 - $28.22 $486,692 - $527,234
-18,683 Reduced 16.59%
93,952 $2.46 Million
Q2 2023

Aug 08, 2023

BUY
$24.86 - $27.15 $9,198 - $10,045
370 Added 0.33%
112,635 $3.06 Million
Q1 2023

Apr 25, 2023

BUY
$24.18 - $26.58 $2.71 Million - $2.98 Million
112,265 New
112,265 $2.86 Million
Q2 2022

Jul 22, 2022

SELL
$22.75 - $27.77 $69,296 - $84,587
-3,046 Closed
0 $0
Q1 2022

May 16, 2022

BUY
$25.76 - $29.21 $78,464 - $88,973
3,046 New
3,046 $84,000

Others Institutions Holding DFAC

About DIMENSIONAL ETF TR U S CORE EQ


  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
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