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

Geo Wealth Management, LLC

$2.4 Billion
Q2 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 4,813,209 shares of DFAC stock, worth $188 Million. This represents 7.19% of its overall portfolio holdings.

Number of Shares

4,813,209

Previous 5,272,530 8.71%

Holding current value

$188 Million

Previous $174 Million 0.82%

% of portfolio

7.19%

Previous 7.46%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$29.12 - $35.84 $13.4 Million - $16.5 Million	-459,321 Reduced 8.71%	4,813,209 $173 Million
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

1,155

Shares Held

841M

Call Options Held

36.6K

Put Options Held

7.1K

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

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