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

Geneos Wealth Management Inc.

$3.92 Billion
Q2 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 28,131 shares of DFCF stock, worth $1.21 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

28,131

Previous 27,808 1.16%

Holding current value

$1.21 Million

Previous $1.17 Million 1.63%

% of portfolio

0.03%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 18, 2025	BUY	$41.1 - $42.37 $13,275 - $13,685	323 Added 1.16%	28,131 $1.19 Million
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

424

Shares Held

120M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
Sector ETFs
Industry ETFs

More about DFCF

Track This Portfolio

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.

Account

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