Geneos Wealth Management Inc. Dimensional ETF Tr Dimensional Transaction History
Geneos Wealth Management Inc.
- $2.88 Billion
- Q1 2025
A detailed history of Geneos Wealth Management Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 583 shares of DFAR stock, worth $13,403. This represents 0.0% of its overall portfolio holdings.
Number of Shares
583
Previous 583
-0.0%
Holding current value
$13,403
Previous $13,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DFAR
# of Institutions
262Shares Held
43.2MCall Options Held
27.2KPut Options Held
10K-
Vista Wealth Management Group, LLC3.13MShares$72 Million5.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.55MShares$58.5 Million0.08% of portfolio
-
Prudential Financial Inc Newark, NJ2.34MShares$53.9 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.01MShares$46.3 Million11.74% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.73MShares$39.8 Million3.75% of portfolio