Geo Wealth Management, LLC Dimensional ETF Tr Transaction History

Geo Wealth Management, LLC

$2.33 Billion
Q1 2025

A detailed history of Geo Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Geo Wealth Management, LLC holds 91,728 shares of DFAE stock, worth $2.52 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

91,728

Previous 135,128 32.12%

Holding current value

$2.52 Million

Previous $3.43 Million 30.71%

% of portfolio

0.1%

Previous 0.12%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$24.64 - $26.86 $1.07 Million - $1.17 Million	-43,400 Reduced 32.12%	91,728 $2.37 Million
Q4 2024 Feb 13, 2025	SELL	$25.36 - $28.15 $382,428 - $424,502	-15,080 Reduced 10.04%	135,128 $3.43 Million
Q3 2024 Nov 12, 2024	BUY	$24.46 - $27.82 $290,511 - $330,418	11,877 Added 8.59%	150,208 $4.12 Million
Q2 2024 Aug 12, 2024	SELL	$24.03 - $26.3 $6.75 Million - $7.39 Million	-280,963 Reduced 67.01%	138,331 $3.58 Million
Q1 2024 May 15, 2024	SELL	$22.74 - $24.88 $9.53 Million - $10.4 Million	-419,294 Closed	0 $0
Q1 2024 May 15, 2024	BUY	$22.74 - $24.88 $613,616 - $671,361	26,984 Added 6.88%	419,294 $10.4 Million
Q4 2023 Feb 13, 2024	BUY	$21.63 - $24.11 $669,253 - $745,987	30,941 Added 8.56%	392,310 $9.46 Million
Q3 2023 Nov 13, 2023	BUY	$22.43 - $24.83 $1.49 Million - $1.65 Million	66,352 Added 22.49%	361,369 $8.16 Million
Q2 2023 Aug 10, 2023	BUY	$22.38 - $24.3 $6.6 Million - $7.17 Million	295,017 New	295,017 $6.92 Million

Others Institutions Holding DFAE

# of Institutions

565

Shares Held

162M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

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Geo Wealth Management, LLC Dimensional ETF Tr Transaction History