Geneos Wealth Management Inc. Dimensional ETF Tr Inflation P Transaction History

Geneos Wealth Management Inc.

  • $3.77 Billion
  • Q3 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 2,070 shares of DFIP stock, worth $87,188. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,070
Previous 5,820 64.43%
Holding current value
$87,188
Previous $243,000 64.2%
% of portfolio
0.0%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
SELL
$41.6 - $42.66 $156,000 - $159,975
-3,750 Reduced 64.43%
2,070 $87,000
Q2 2025

Aug 18, 2025
BUY
$41.11 - $42.42 $62,404 - $64,393
1,518 Added 35.29%
5,820 $243,000
Q1 2025

May 21, 2025
BUY
$40.27 - $42.11 $151,213 - $158,123
3,755 Added 686.47%
4,302 $181,000
Q1 2025

May 07, 2025
BUY
$40.27 - $42.11 $22,027 - $23,034
547 New
547 $23,000

Others Institutions Holding DFIP

# of Institutions
156
Shares Held
17.6M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR INFLATION P

DFIP Quotes by TradingView
  • Ticker DFIP
  • Sector ETFs
  • Industry ETFs
More about DFIP
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