Geneos Wealth Management Inc. Dimensional ETF Tr Transaction History

Geneos Wealth Management Inc.

  • $2.6 Billion
  • Q3 2024

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 3,010 shares of DFAU stock, worth $121,543. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,010
Previous 1,871 60.88%
Holding current value
$121,543
Previous $70,000 70.0%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$35.8 - $39.69 $40,776 - $45,206
1,139 Added 60.88%
3,010 $119,000
Q2 2024

Jul 23, 2024
BUY
$34.53 - $37.67 $8,839 - $9,643
256 Added 15.85%
1,871 $70,000
Q1 2024

May 03, 2024
SELL
$32.59 - $36.54 $20,042 - $22,472
-615 Reduced 27.58%
1,615 $59,000
Q4 2023

Jan 26, 2024
BUY
$28.58 - $33.37 $46,156 - $53,892
1,615 Added 262.6%
2,230 $74,000
Q1 2023

Apr 25, 2023
BUY
$26.87 - $29.65 $16,525 - $18,234
615 New
615 $17,000
Q3 2022

Nov 14, 2022
BUY
$25.15 - $30.14 $7,268 - $8,710
289 New
289 $7,000

Others Institutions Holding DFAU

# of Institutions
413
Shares Held
108M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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