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 8,111 shares of DFAI stock, worth $294,267. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,111
Previous 8,337 2.71%
Holding current value
$294,267
Previous $260,000 7.69%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 18, 2025
SELL
$28.02 - $34.71 $6,332 - $7,844
-226 Reduced 2.71%
8,111 $280,000
Q1 2025

May 07, 2025
BUY
$28.88 - $32.4 $185,900 - $208,558
6,437 Added 338.79%
8,337 $260,000
Q2 2024

Jul 23, 2024
BUY
$28.93 - $30.91 $54,967 - $58,729
1,900 New
1,900 $56,000

Others Institutions Holding DFAI

# of Institutions
683
Shares Held
256M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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