Geo Wealth Management, LLC Dimensional ETF Tr Transaction History

Geo Wealth Management, LLC

  • $2.48 Billion
  • Q1 2024

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 693,167 shares of DFAI stock, worth $20.6 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares
693,167
Previous 660,846 4.89%
Holding current value
$20.6 Million
Previous $18.9 Million 10.68%
% of portfolio
0.85%
Previous 1.61%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$27.74 - $30.27 $19.2 Million - $21 Million
-693,167 Closed
0 $0
Q1 2024

May 15, 2024
BUY
$27.74 - $30.27 $896,584 - $978,356
32,321 Added 4.89%
693,167 $20.9 Million
Q4 2023

Feb 13, 2024
BUY
$24.88 - $28.69 $838,704 - $967,139
33,710 Added 5.38%
660,846 $18.9 Million
Q3 2023

Nov 13, 2023
BUY
$26.0 - $28.17 $3.28 Million - $3.56 Million
126,306 Added 25.22%
627,136 $16.4 Million
Q2 2023

Aug 10, 2023
BUY
$26.46 - $28.05 $13.3 Million - $14 Million
500,830 New
500,830 $13.7 Million

Others Institutions Holding DFAI

# of Institutions
489
Shares Held
135M
Call Options Held
400
Put Options Held
177K
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
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