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 3,291 shares of DIHP stock, worth $101,066. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,291
Previous 3,330
1.17%
Holding current value
$101,066
Previous $89,000
8.99%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DIHP
# of Institutions
293Shares Held
149MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO25.8MShares$792 Million1.57% of portfolio
-
Envestnet Asset Management Inc25.3MShares$775 Million0.23% of portfolio
-
Savant Capital, LLC23.9MShares$735 Million4.6% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$198 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6MShares$184 Million3.07% of portfolio