Geneos Wealth Management Inc. Dimensional ETF Tr Transaction History

Geneos Wealth Management Inc.

  • $2.88 Billion
  • Q1 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 5,425 shares of DFAE stock, worth $149,567. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,425
Previous 810 569.75%
Holding current value
$149,567
Previous $20,000 600.0%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
564
Shares Held
162M
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
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email