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 11,018 shares of DFAU stock, worth $479,393. This represents 0.01% of its overall portfolio holdings.

Number of Shares

11,018

Previous 12,549 12.2%

Holding current value

$479,393

Previous $482,000 12.24%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 21, 2025	SELL	$37.84 - $42.29 $57,933 - $64,745	-1,531 Reduced 12.2%	11,018 $423,000
Q1 2025 May 07, 2025	BUY	$37.84 - $42.29 $378,097 - $422,561	9,992 Added 390.77%	12,549 $482,000
Q4 2024 Jan 21, 2025	SELL	$39.27 - $42.38 $17,789 - $19,198	-453 Reduced 15.05%	2,557 $103,000
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

522

Shares Held

140M

Call Options Held

30.6K

Put Options Held

700

View Full List

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

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Geneos Wealth Management Inc. Dimensional ETF Tr Transaction History