Geo Wealth Management, LLC Dimensional ETF Tr Transaction History
Geo Wealth Management, LLC
- $2.73 Billion
- Q3 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 1,509,986 shares of DFAX stock, worth $38.1 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
1,509,986
Previous 1,460,373
3.4%
Holding current value
$38.1 Million
Previous $37.1 Million
9.86%
% of portfolio
1.5%
Previous 1.69%
Shares
3 transactions
Others Institutions Holding DFAX
# of Institutions
513Shares Held
221MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$283 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$229 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$189 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$182 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$144 Million0.23% of portfolio