Geo Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History

Geo Wealth Management, LLC

$2.33 Billion
Q1 2025

A detailed history of Geo Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Geo Wealth Management, LLC holds 5,272,530 shares of DFAC stock, worth $193 Million. This represents 7.46% of its overall portfolio holdings.

Number of Shares

5,272,530

Previous 5,363,687 1.7%

Holding current value

$193 Million

Previous $186 Million 6.27%

% of portfolio

7.46%

Previous 6.36%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$32.42 - $36.13 $2.96 Million - $3.29 Million	-91,157 Reduced 1.7%	5,272,530 $174 Million
Q4 2024 Feb 13, 2025	BUY	$33.92 - $36.6 $98.8 Million - $107 Million	2,911,905 Added 118.77%	5,363,687 $186 Million
Q3 2024 Nov 12, 2024	SELL	$31.05 - $34.29 $11.2 Million - $12.3 Million	-360,033 Reduced 12.8%	2,451,782 $84.1 Million
Q2 2024 Aug 12, 2024	SELL	$30.09 - $32.37 $1.24 Million - $1.34 Million	-41,329 Reduced 1.45%	2,811,815 $90.7 Million
Q1 2024 May 15, 2024	BUY	$28.62 - $31.95 $81.7 Million - $91.2 Million	2,853,144 New	2,853,144 $91.2 Million

Others Institutions Holding DFAC

# of Institutions

1,113

Shares Held

829M

Call Options Held

46.6K

Put Options Held

600

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Geo Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Geo Wealth Management, LLC with notifications on news.

Account

Geo Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History