Geo Wealth Management, LLC Dimensional ETF Tr Transaction History

Geo Wealth Management, LLC

  • $2.92 Billion
  • Q4 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 2,751,747 shares of DFAX stock, worth $74.7 Million. This represents 2.35% of its overall portfolio holdings.

Number of Shares
2,751,747
Previous 1,509,986 82.24%
Holding current value
$74.7 Million
Previous $40.8 Million 67.73%
% of portfolio
2.35%
Previous 1.5%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$24.76 - $27.04 $30.7 Million - $33.6 Million
1,241,761 Added 82.24%
2,751,747 $68.4 Million
Q3 2024

Nov 12, 2024
BUY
$24.29 - $27.25 $1.21 Million - $1.35 Million
49,613 Added 3.4%
1,509,986 $40.8 Million
Q2 2024

Aug 12, 2024
SELL
$24.57 - $26.36 $910,097 - $976,400
-37,041 Reduced 2.47%
1,460,373 $37.1 Million
Q1 2024

May 15, 2024
BUY
$23.42 - $25.45 $35.1 Million - $38.1 Million
1,497,414 New
1,497,414 $38.1 Million

Others Institutions Holding DFAX

# of Institutions
573
Shares Held
242M
Call Options Held
2K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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