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

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024

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 312 shares of DFNM stock, worth $14,904. This represents 0.0% of its overall portfolio holdings.

Number of Shares
312
Previous 1,155 72.99%
Holding current value
$14,904
Previous $56,000 75.0%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
207
Shares Held
22.6M
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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