Geneos Wealth Management Inc. Dimensional ETF Tr Short Durat Transaction History
Geneos Wealth Management Inc.
- $2.6 Billion
- Q3 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 7,371 shares of DFSD stock, worth $348,206. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,371
Previous 295
2398.64%
Holding current value
$348,206
Previous $13,000
2600.0%
% of portfolio
0.01%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DFSD
# of Institutions
261Shares Held
49.2MCall Options Held
0Put Options Held
0-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$112 Million11.04% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98.1 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$95.6 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$95.1 Million16.23% of portfolio