Geneos Wealth Management Inc. Dimensional ETF Tr Dimensional Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
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 622 shares of DFIS stock, worth $16,066. This represents 0.0% of its overall portfolio holdings.
Number of Shares
622
Previous 622
-0.0%
Holding current value
$16,066
Previous $16,000
6.25%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DFIS
# of Institutions
233Shares Held
81.3MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp17.7MShares$458 Million0.42% of portfolio
-
Matson Money. Inc.12.4MShares$321 Million10.93% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$276 Million3.42% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.82MShares$98.7 Million0.14% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$67.3 Million3.04% of portfolio