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

Geneos Wealth Management Inc.

  • $2.88 Billion
  • Q1 2025

A detailed history of Geneos Wealth Management Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 4,765 shares of DFAT stock, worth $250,448. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,765
Previous 13,897 65.71%
Holding current value
$250,448
Previous $715,000 65.73%
% of portfolio
0.01%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 21, 2025
SELL
$50.44 - $58.1 $460,618 - $530,569
-9,132 Reduced 65.71%
4,765 $245,000
Q1 2025

May 07, 2025
BUY
$50.44 - $58.1 $416,483 - $479,731
8,257 Added 146.4%
13,897 $715,000
Q3 2024

Nov 14, 2024
SELL
$51.0 - $57.07 $9,741 - $10,900
-191 Reduced 3.28%
5,640 $313,000
Q1 2024

May 03, 2024
SELL
$49.45 - $54.43 $212,437 - $233,831
-4,296 Reduced 42.42%
5,831 $317,000
Q4 2023

Jan 26, 2024
SELL
$42.71 - $53.09 $352,357 - $437,992
-8,250 Reduced 44.89%
10,127 $529,000
Q3 2023

Oct 11, 2023
SELL
$45.07 - $49.71 $3,380 - $3,728
-75 Reduced 0.41%
18,377 $839,000
Q2 2023

Aug 08, 2023
BUY
$41.44 - $46.39 $540,957 - $605,575
13,054 Added 241.83%
18,452 $855,000
Q1 2023

Apr 25, 2023
SELL
$42.38 - $49.75 $142,142 - $166,861
-3,354 Reduced 38.32%
5,398 $240,000
Q4 2022

Jan 30, 2023
SELL
$40.24 - $46.91 $14,204 - $16,559
-353 Reduced 3.88%
8,752 $384,000
Q3 2022

Nov 14, 2022
SELL
$38.84 - $46.6 $44,432 - $53,310
-1,144 Reduced 11.16%
9,105 $354,000
Q1 2022

May 16, 2022
BUY
$44.35 - $48.64 $454,543 - $498,511
10,249 New
10,249 $477,000

Others Institutions Holding DFAT

# of Institutions
770
Shares Held
168M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S TARGET

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