Geneos Wealth Management Inc. Dimensional ETF Tr Core Fxd In Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
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 7,979 shares of DFCF stock, worth $332,405. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,979
Previous 8,036
0.71%
Holding current value
$332,405
Previous $347,000
4.9%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding DFCF
# of Institutions
371Shares Held
3.55BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$143 Billion8.57% of portfolio
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$481 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$463 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$124 Million11.32% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$111 Million23.84% of portfolio