Geneos Wealth Management Inc. Dimensional ETF Tr U S Small C Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,416 shares of DFAS stock, worth $97,279. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,416
Previous 2,854 50.39%
Holding current value
$97,279
Previous $170,000 47.06%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Aug 18, 2025
SELL
$52.31 - $63.72 $75,221 - $91,629
-1,438 Reduced 50.39%
1,416 $90,000
Q1 2025

May 21, 2025
SELL
$58.81 - $68.2 $108,563 - $125,897
-1,846 Reduced 39.28%
2,854 $170,000
Q1 2025

May 07, 2025
BUY
$58.81 - $68.2 $18,878 - $21,892
321 Added 7.33%
4,700 $280,000
Q4 2024

Jan 21, 2025
SELL
$63.58 - $71.15 $49,020 - $54,856
-771 Reduced 14.97%
4,379 $284,000
Q3 2024

Nov 14, 2024
BUY
$59.25 - $65.33 $1,836 - $2,025
31 Added 0.61%
5,150 $334,000
Q2 2024

Jul 23, 2024
SELL
$57.42 - $62.37 $109,499 - $118,939
-1,907 Reduced 27.14%
5,119 $307,000
Q1 2024

May 03, 2024
SELL
$56.66 - $62.34 $33,032 - $36,344
-583 Reduced 7.66%
7,026 $438,000
Q4 2023

Jan 26, 2024
SELL
$48.83 - $60.51 $35,352 - $43,809
-724 Reduced 8.69%
7,609 $453,000
Q3 2023

Oct 11, 2023
SELL
$51.84 - $57.67 $19,128 - $21,280
-369 Reduced 4.24%
8,333 $437,000
Q2 2023

Aug 08, 2023
BUY
$49.85 - $54.8 $7,477 - $8,220
150 Added 1.75%
8,702 $476,000
Q1 2023

Apr 25, 2023
BUY
$50.35 - $57.8 $392,327 - $450,377
7,792 Added 1025.26%
8,552 $450,000
Q1 2022

May 16, 2022
BUY
$53.45 - $60.82 $40,622 - $46,223
760 New
760 $42,000

Others Institutions Holding DFAS

# of Institutions
848
Shares Held
134M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S SMALL C

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