Geneos Wealth Management Inc. Dimensional ETF Tr U S Equity Transaction History

Geneos Wealth Management Inc.

$2.88 Billion
Q1 2025

A detailed history of Geneos Wealth Management Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 20,034 shares of DFUS stock, worth $1.38 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

20,034

Previous 22,869 12.4%

Holding current value

$1.38 Million

Previous $1.38 Million 12.44%

% of portfolio

0.04%

Previous 0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 21, 2025	SELL	$59.61 - $66.71 $168,994 - $189,122	-2,835 Reduced 12.4%	20,034 $1.21 Million
Q1 2025 May 07, 2025	BUY	$59.61 - $66.71 $378,881 - $424,008	6,356 Added 38.49%	22,869 $1.38 Million
Q4 2024 Jan 21, 2025	BUY	$61.52 - $66.5 $60,412 - $65,303	982 Added 6.32%	16,513 $1.05 Million
Q3 2024 Nov 14, 2024	BUY	$56.04 - $62.2 $27,515 - $30,540	491 Added 3.26%	15,531 $966,000
Q1 2024 May 03, 2024	SELL	$50.79 - $56.98 $62,624 - $70,256	-1,233 Reduced 7.58%	15,040 $856,000
Q4 2023 Jan 26, 2024	SELL	$44.51 - $52.0 $13,353 - $15,600	-300 Reduced 1.81%	16,273 $843,000
Q4 2022 Jan 30, 2023	BUY	$38.86 - $44.32 $8,471 - $9,661	218 Added 1.33%	16,573 $689,000
Q2 2022 Jul 22, 2022	SELL	$39.62 - $49.51 $5,665 - $7,079	-143 Reduced 0.87%	16,355 $666,000
Q1 2022 May 16, 2022	BUY	$45.16 - $52.01 $745,049 - $858,060	16,498 New	16,498 $808,000

Others Institutions Holding DFUS

# of Institutions

780

Shares Held

194M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

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Geneos Wealth Management Inc. Dimensional ETF Tr U S Equity Transaction History