Geneos Wealth Management Inc. Dimensional ETF Tr Us Marketwi Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,231 shares of DFUV stock, worth $54,717. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,231
Previous 9,985 87.67%
Holding current value
$54,717
Previous $411,000 87.35%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Aug 18, 2025
SELL
$36.25 - $42.28 $317,332 - $370,119
-8,754 Reduced 87.67%
1,231 $52,000
Q4 2024

Jan 21, 2025
BUY
$40.38 - $44.35 $403,194 - $442,834
9,985 New
9,985 $408,000

Others Institutions Holding DFUV

# of Institutions
748
Shares Held
278M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR US MARKETWI

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