Geneos Wealth Management Inc. Dimensional ETF Tr Dimensional Transaction History
Geneos Wealth Management Inc.
- $2.6 Billion
- Q3 2024
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 924 shares of DUHP stock, worth $31,896. This represents 0.0% of its overall portfolio holdings.
Number of Shares
924Holding current value
$31,896% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
207MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.31 Billion2.82% of portfolio
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Envestnet Asset Management Inc36.9MShares$1.27 Billion0.42% of portfolio
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Merriman Wealth Management, LLC8.34MShares$288 Million12.03% of portfolio
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Forum Financial Management, LP Lombard, IL6.84MShares$236 Million4.45% of portfolio
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Vista Wealth Management Group, LLC6.74MShares$233 Million15.86% of portfolio