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

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 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 5,820 shares of DFIP stock, worth $247,000. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,820
Previous 4,302 35.29%
Holding current value
$247,000
Previous $181,000 34.25%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
148
Shares Held
16.4M
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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