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

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

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 18,076 shares of DFSD stock, worth $875,962. This represents 0.02% of its overall portfolio holdings.

Number of Shares
18,076
Previous 12,866 40.49%
Holding current value
$875,962
Previous $611,000 41.9%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 18, 2025
BUY
$47.09 - $48.01 $245,338 - $250,132
5,210 Added 40.49%
18,076 $867,000
Q1 2025

May 21, 2025
BUY
$46.74 - $47.55 $56,695 - $57,678
1,213 Added 10.41%
12,866 $611,000
Q1 2025

May 07, 2025
BUY
$46.74 - $47.55 $171,255 - $174,223
3,664 Added 45.86%
11,653 $553,000
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
370
Shares Held
76.5M
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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