Geneos Wealth Management Inc. Dimensional ETF Tr Inflation P Transaction History
Geneos Wealth Management Inc.
- $2.88 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 4,302 shares of DFIP stock, worth $179,350. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,302
Previous 547
686.47%
Holding current value
$179,350
Previous $23,000
686.96%
% of portfolio
0.01%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DFIP
# of Institutions
146Shares Held
15.5MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$149 Million5.48% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.03MShares$42.8 Million13.1% of portfolio
-
Planning Center, Inc.850KShares$35.4 Million5.96% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO790KShares$32.9 Million4.57% of portfolio
-
Hemington Wealth Management719KShares$30 Million4.7% of portfolio