Geneos Wealth Management Inc. Dimensional ETF Tr Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 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 11,395 shares of DFAX stock, worth $358,372. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,395
Previous 11,582 1.61%
Holding current value
$358,372
Previous $303,000 10.23%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 18, 2025
SELL
$23.37 - $29.39 $4,370 - $5,495
-187 Reduced 1.61%
11,395 $334,000
Q1 2025

May 07, 2025
BUY
$24.45 - $27.2 $228,436 - $254,129
9,343 Added 417.28%
11,582 $303,000
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
657
Shares Held
253M
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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