Geneos Wealth Management Inc. Dimensional ETF Tr Dimensional Transaction History

Geneos Wealth Management Inc.

$2.77 Billion
Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 470,177 shares of DFSV stock, worth $15 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

470,177

Previous 470,490 0.07%

Holding current value

$15 Million

Previous $14.5 Million 0.13%

% of portfolio

0.52%

Previous 0.56%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$30.18 - $33.87 $9,446 - $10,601	-313 Reduced 0.07%	470,177 $14.5 Million
Q3 2024 Nov 14, 2024	SELL	$28.25 - $31.7 $952,420 - $1.07 Million	-33,714 Reduced 6.69%	470,490 $14.5 Million
Q2 2024 Jul 23, 2024	BUY	$27.81 - $30.13 $94,303 - $102,170	3,391 Added 0.68%	504,204 $14.5 Million
Q1 2024 May 03, 2024	SELL	$27.45 - $30.1 $56,327 - $61,765	-2,052 Reduced 0.41%	500,813 $15.1 Million
Q4 2023 Jan 26, 2024	SELL	$23.61 - $29.53 $154,385 - $193,096	-6,539 Reduced 1.28%	502,865 $14.6 Million
Q3 2023 Oct 11, 2023	BUY	$24.97 - $27.69 $187,774 - $208,228	7,520 Added 1.5%	509,404 $12.9 Million
Q2 2023 Aug 08, 2023	SELL	$23.17 - $25.7 $1.88 Million - $2.08 Million	-81,022 Reduced 13.9%	501,884 $12.9 Million
Q1 2023 Apr 25, 2023	BUY	$23.74 - $28.31 $13.8 Million - $16.5 Million	582,906 New	582,906 $14.5 Million

Others Institutions Holding DFSV

# of Institutions

352

Shares Held

95.6M

Call Options Held

10.1K

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.

Account

Geneos Wealth Management Inc. Dimensional ETF Tr Dimensional Transaction History