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 $379,477. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,989
Previous 7,371
8.38%
Holding current value
$379,477
Previous $351,000
6.55%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding DFSD
# of Institutions
332Shares Held
66MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$198 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$141 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$129 Million1.54% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio
-
Savant Capital, LLC2.31MShares$110 Million0.88% of portfolio