Geneos Wealth Management Inc. Dimensional ETF Tr Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 2,305 shares of DFIV stock, worth $105,707. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,305
Previous 2,305 -0.0%
Holding current value
$105,707
Previous $90,000 8.89%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
SELL
$33.15 - $36.75 $13,226 - $14,663
-399 Reduced 14.76%
2,305 $84,000
Q3 2022

Nov 14, 2022
SELL
$25.71 - $30.57 $8,998 - $10,699
-350 Reduced 11.46%
2,704 $69,000
Q1 2022

May 16, 2022
BUY
$30.75 - $35.49 $93,910 - $108,386
3,054 New
3,054 $102,000

Others Institutions Holding DFIV

# of Institutions
750
Shares Held
264M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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