Geneos Wealth Management Inc. Dimensional ETF Tr Emerging Mk Transaction History
Geneos Wealth Management Inc.
- $2.88 Billion
- Q1 2025
A detailed history of Geneos Wealth Management Inc. transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 154,408 shares of DFEM stock, worth $4.71 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
154,408
Previous 154,612
0.13%
Holding current value
$4.71 Million
Previous $4.09 Million
0.15%
% of portfolio
0.14%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding DFEM
# of Institutions
462Shares Held
162MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.8MShares$512 Million8.65% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.49MShares$198 Million0.29% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.01MShares$183 Million2.54% of portfolio
-
Truepoint, Inc.4.49MShares$137 Million3.41% of portfolio
-
High Tower Advisors, LLC Chicago, IL4.48MShares$137 Million0.17% of portfolio