Geneos Wealth Management Inc. Dimensional ETF Tr Core Fxd In Transaction History

Geneos Wealth Management Inc.

  • $2.88 Billion
  • Q1 2025

A detailed history of Geneos Wealth Management Inc. transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 27,808 shares of DFCF stock, worth $1.17 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
27,808
Previous 9,843 182.52%
Holding current value
$1.17 Million
Previous $413,000 183.05%
% of portfolio
0.04%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 21, 2025
BUY
$40.79 - $42.32 $732,792 - $760,278
17,965 Added 182.52%
27,808 $1.17 Million
Q1 2025

May 07, 2025
BUY
$40.79 - $42.32 $76,032 - $78,884
1,864 Added 23.36%
9,843 $413,000
Q4 2024

Jan 21, 2025
SELL
$41.17 - $43.34 $2,346 - $2,470
-57 Reduced 0.71%
7,979 $330,000
Q3 2024

Nov 14, 2024
BUY
$41.34 - $43.55 $286,610 - $301,932
6,933 Added 628.56%
8,036 $347,000
Q2 2024

Jul 23, 2024
BUY
$40.79 - $41.97 $15,663 - $16,116
384 Added 53.41%
1,103 $45,000
Q1 2024

May 03, 2024
BUY
$41.54 - $42.6 $29,867 - $30,629
719 New
719 $30,000

Others Institutions Holding DFCF

# of Institutions
428
Shares Held
121M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR CORE FXD IN

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