Geneos Wealth Management Inc. Dimensional ETF Tr Dimensional Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

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 484,377 shares of DFSV stock, worth $15.4 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
484,377
Previous 468,493 3.39%
Holding current value
$15.4 Million
Previous $13.2 Million 8.09%
% of portfolio
0.36%
Previous 0.46%

Shares

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

Aug 18, 2025
BUY
$24.21 - $29.47 $384,551 - $468,101
15,884 Added 3.39%
484,377 $14.3 Million
Q1 2025

May 21, 2025
SELL
$27.56 - $32.1 $15,654 - $18,232
-568 Reduced 0.12%
468,493 $13.2 Million
Q1 2025

May 07, 2025
SELL
$27.56 - $32.1 $30,756 - $35,823
-1,116 Reduced 0.24%
469,061 $13.2 Million
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
481
Shares Held
130M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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