Geneos Wealth Management Inc. Dimensional ETF Tr Dimensional Transaction History
Geneos Wealth Management Inc.
- $2.88 Billion
- Q1 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 3,330 shares of DIHP stock, worth $95,937. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,330
Previous 3,330
-0.0%
Holding current value
$95,937
Previous $89,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DIHP
# of Institutions
264Shares Held
143MCall Options Held
0Put Options Held
100-
Mercer Global Advisors Inc Denver, CO24.4MShares$702 Million1.53% of portfolio
-
Envestnet Asset Management Inc22.6MShares$651 Million0.2% of portfolio
-
Savant Capital, LLC21MShares$604 Million4.28% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$186 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$173 Million3.07% of portfolio