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 $56,781. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,239
Previous 2,232 0.31%
Holding current value
$56,781
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
515
Shares Held
224M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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