Geneos Wealth Management Inc. Dimensional ETF Tr Dimensional Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 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 8,163 shares of DFIS stock, worth $258,930. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,163
Previous 8,067 1.19%
Holding current value
$258,930
Previous $208,000 16.83%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 18, 2025
BUY
$23.2 - $29.84 $2,227 - $2,864
96 Added 1.19%
8,163 $243,000
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
273
Shares Held
85.8M
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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