Geneos Wealth Management Inc. Dimensional ETF Tr Emerging Mk Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
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 147,067 shares of DFEM stock, worth $3.91 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
147,067Holding current value
$3.91 Million% of portfolio
0.14%Shares
1 transactions
Others Institutions Holding DFEM
# of Institutions
428Shares Held
153MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.6MShares$441 Million8.31% of portfolio
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Ci Private Wealth, LLC Miami, FL5.92MShares$157 Million0.24% of portfolio
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Buckingham Strategic Partners Saint Louis, MO5.14MShares$137 Million2.46% of portfolio
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Truepoint, Inc.4.75MShares$126 Million3.4% of portfolio
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Sequoia Financial Advisors, LLC4.21MShares$112 Million0.96% of portfolio