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
Quarter Operation Price Per share shares change shares Held SEC Form
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

About DIMENSIONAL ETF TR


  • Ticker DFAE
  • Sector ETFs
  • Industry ETFs
More about DFAE
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