Geneos Wealth Management Inc. Dimensional ETF Tr Emerging Mk Transaction History
Geneos Wealth Management Inc.
- $3.92 Billion
- Q2 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 158,762 shares of DFEM stock, worth $4.97 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
158,762
Previous 154,408
2.82%
Holding current value
$4.97 Million
Previous $4.09 Million
15.35%
% of portfolio
0.12%
Previous 0.14%
Shares
4 transactions
Others Institutions Holding DFEM
# of Institutions
473Shares Held
164MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.8MShares$525 Million8.65% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.58MShares$206 Million0.29% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.01MShares$188 Million2.54% of portfolio
-
Truepoint, Inc.4.49MShares$141 Million3.41% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$124 Million1.18% of portfolio