Geneos Wealth Management Inc. Dimensional ETF Tr Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
A detailed history of Geneos Wealth Management Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,305 shares of DFAE stock, worth $33,799. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,305
Previous 1,305
-0.0%
Holding current value
$33,799
Previous $35,000
5.71%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DFAE
# of Institutions
503Shares Held
151MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$328 Million1.22% of portfolio
-
Mather Group, Llc. Chicago, IL8.94MShares$232 Million2.96% of portfolio
-
Ubs Group Ag5.26MShares$136 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.54MShares$118 Million0.01% of portfolio
-
Foster Group, Inc.3.55MShares$92 Million3.58% of portfolio