Geneos Wealth Management Inc. Dimensional ETF Tr Dimensional Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 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 536 shares of DUHP stock, worth $18,663. This represents 0.0% of its overall portfolio holdings.
Number of Shares
536
Previous 924
41.99%
Holding current value
$18,663
Previous $31,000
41.94%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
346Shares Held
209MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.32 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.29 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$290 Million12.03% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$241 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$238 Million4.45% of portfolio