Geneos Wealth Management Inc. Dimensional ETF Tr Transaction History

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 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 2,239 shares of DFAX stock, worth $59,131. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,239
Previous 2,232 0.31%
Holding current value
$59,131
Previous $60,000 8.33%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$24.76 - $27.04 $173 - $189
7 Added 0.31%
2,239 $55,000
Q2 2024

Jul 23, 2024
SELL
$24.57 - $26.36 $169,876 - $182,253
-6,914 Reduced 75.6%
2,232 $56,000
Q1 2024

May 03, 2024
BUY
$23.42 - $25.45 $214,199 - $232,765
9,146 New
9,146 $232,000
Q2 2022

Jul 22, 2022
SELL
$21.22 - $25.37 $20,519 - $24,532
-967 Closed
0 $0
Q1 2022

May 16, 2022
BUY
$23.26 - $26.72 $22,492 - $25,838
967 New
967 $24,000

Others Institutions Holding DFAX

# of Institutions
574
Shares Held
244M
Call Options Held
2K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email