Geo Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Geo Wealth Management, LLC
- $2.73 Billion
- Q3 2024
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 2,451,782 shares of DFAC stock, worth $87.9 Million. This represents 3.08% of its overall portfolio holdings.
Number of Shares
2,451,782
Previous 2,811,815
12.8%
Holding current value
$87.9 Million
Previous $90.7 Million
7.26%
% of portfolio
3.08%
Previous 4.12%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
959Shares Held
750MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.03 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.8 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.35 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$636 Million0.28% of portfolio