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 8,337 shares of DFAI stock, worth $280,206. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,337
Previous 8,337 -0.0%
Holding current value
$280,206
Previous $260,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
644
Shares Held
235M
Call Options Held
500
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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