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
Quarter Operation Price Per share shares change shares Held SEC Form
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

About DIMENSIONAL ETF TR


  • Ticker DFAX
More about DFAX
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