Geneos Wealth Management Inc. Dimensional ETF Tr Dimensional Transaction History

Geneos Wealth Management Inc.

  • $3.65 Billion
  • Q1 2025

A detailed history of Geneos Wealth Management Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 8,067 shares of DFIS stock, worth $218,696. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,067
Previous 622 1196.95%
Holding current value
$218,696
Previous $15,000 1286.67%
% of portfolio
0.01%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
BUY
$23.92 - $26.89 $178,084 - $200,196
7,445 Added 1196.95%
8,067 $208,000
Q3 2024

Nov 14, 2024
BUY
$24.06 - $26.97 $1,612 - $1,806
67 Added 12.07%
622 $16,000
Q2 2024

Jul 23, 2024
BUY
$24.08 - $25.86 $13,364 - $14,352
555 New
555 $13,000

Others Institutions Holding DFIS

# of Institutions
253
Shares Held
93.5M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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