Geneos Wealth Management Inc. Dimensional ETF Tr Short Durat Transaction History

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 7,989 shares of DFSD stock, worth $378,518. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,989
Previous 7,371 8.38%
Holding current value
$378,518
Previous $351,000 6.55%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$46.75 - $47.8 $28,891 - $29,540
618 Added 8.38%
7,989 $374,000
Q3 2024

Nov 14, 2024
BUY
$47.0 - $47.84 $332,572 - $338,515
7,076 Added 2398.64%
7,371 $351,000
Q2 2024

Jul 23, 2024
BUY
$46.64 - $47.15 $13,758 - $13,909
295 New
295 $13,000

Others Institutions Holding DFSD

# of Institutions
332
Shares Held
66M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

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