Geneos Wealth Management Inc. Dimensional ETF Tr Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

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 5,315 shares of DFAE stock, worth $169,389. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,315
Previous 5,425 2.03%
Holding current value
$169,389
Previous $140,000 9.29%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 18, 2025
SELL
$22.87 - $28.95 $2,515 - $3,184
-110 Reduced 2.03%
5,315 $153,000
Q1 2025

May 21, 2025
BUY
$24.64 - $26.86 $113,713 - $123,958
4,615 Added 569.75%
5,425 $140,000
Q1 2025

May 07, 2025
SELL
$24.64 - $26.86 $12,196 - $13,295
-495 Reduced 37.93%
810 $20,000
Q2 2024

Jul 23, 2024
BUY
$24.03 - $26.3 $13,817 - $15,122
575 Added 78.77%
1,305 $33,000
Q4 2023

Jan 26, 2024
BUY
$21.63 - $24.11 $15,789 - $17,600
730 New
730 $17,000

Others Institutions Holding DFAE

# of Institutions
606
Shares Held
175M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAE Quotes by TradingView
  • Ticker DFAE
  • Sector ETFs
  • Industry ETFs
More about DFAE
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