Geneos Wealth Management Inc. Dimensional ETF Tr Natl Mun Bd Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 2,063 shares of DFNM stock, worth $99,395. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,063
Previous 1,223 68.68%
Holding current value
$99,395
Previous $58,000 67.24%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 18, 2025
BUY
$46.77 - $47.89 $39,286 - $40,227
840 Added 68.68%
2,063 $97,000
Q1 2025

May 21, 2025
SELL
$47.35 - $48.24 $67,426 - $68,693
-1,424 Reduced 53.8%
1,223 $58,000
Q1 2025

May 07, 2025
BUY
$47.35 - $48.24 $110,562 - $112,640
2,335 Added 748.4%
2,647 $125,000
Q4 2024

Jan 21, 2025
SELL
$47.65 - $48.6 $40,168 - $40,969
-843 Reduced 72.99%
312 $14,000
Q3 2024

Nov 14, 2024
BUY
$47.7 - $48.54 $55,093 - $56,063
1,155 New
1,155 $56,000

Others Institutions Holding DFNM

# of Institutions
250
Shares Held
27.3M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR NATL MUN BD

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