Geneos Wealth Management Inc. Dimensional ETF Tr Inflation P Transaction History
Geneos Wealth Management Inc.
- $3.65 Billion
- Q1 2025
A detailed history of Geneos Wealth Management Inc. transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 547 shares of DFIP stock, worth $22,968. This represents 0.0% of its overall portfolio holdings.
Number of Shares
547Holding current value
$22,968% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DFIP
# of Institutions
145Shares Held
15.5MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$150 Million5.48% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.03MShares$43.1 Million13.1% of portfolio
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Planning Center, Inc.850KShares$35.7 Million5.96% of portfolio
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Hill Investment Group Partners, LLC St. Louis, MO790KShares$33.2 Million4.57% of portfolio
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Hemington Wealth Management719KShares$30.2 Million4.7% of portfolio