Geneos Wealth Management Inc. Dimensional ETF Tr Dimensional Transaction History
Geneos Wealth Management Inc.
- $2.24 Billion
- Q2 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 225,058 shares of DFIC stock, worth $6.17 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
225,058Holding current value
$6.17 Million% of portfolio
0.26%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
342Shares Held
218MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$652 Million0.22% of portfolio
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Mercer Global Advisors Inc Denver, CO23.3MShares$639 Million1.55% of portfolio
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Forum Financial Management, LP Lombard, IL15.3MShares$418 Million8.27% of portfolio
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Evensky & Katz LLC5.74MShares$157 Million10.51% of portfolio
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Rw Investment Management LLC Eagle, ID4.71MShares$129 Million16.75% of portfolio