Geneos Wealth Management Inc. Dimensional ETF Tr Emerging Mk Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
A detailed history of Geneos Wealth Management Inc. transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 147,067 shares of DFEM stock, worth $3.86 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
147,067Holding current value
$3.86 Million% of portfolio
0.14%Shares
1 transactions
Others Institutions Holding DFEM
# of Institutions
354Shares Held
134MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$409 Million8.36% of portfolio
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Ci Private Wealth, LLC Miami, FL5.76MShares$151 Million0.23% of portfolio
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Truepoint, Inc.4.44MShares$117 Million3.42% of portfolio
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High Tower Advisors, LLC Chicago, IL3.99MShares$105 Million0.16% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$104 Million1.18% of portfolio