Geneos Wealth Management Inc. Dimensional ETF Tr Transaction History
Geneos Wealth Management Inc.
- $2.24 Billion
- Q2 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 $36,187. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,305
Previous 730
78.77%
Holding current value
$36,187
Previous $18,000
83.33%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DFAE
# of Institutions
453Shares Held
127MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$351 Million1.28% of portfolio
-
Ubs Group Ag5.16MShares$143 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.26MShares$118 Million0.01% of portfolio
-
Envestnet Asset Management Inc3.71MShares$103 Million0.03% of portfolio
-
Foster Group, Inc.3.48MShares$96.4 Million3.68% of portfolio