Geo Wealth Management, LLC Dimensional ETF Tr Core Fxd In Transaction History
Geo Wealth Management, LLC
- $2.92 Billion
- Q4 2024
A detailed history of Geo Wealth Management, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Geo Wealth Management, LLC holds 1,189,925 shares of DFCF stock, worth $49.8 Million. This represents 1.69% of its overall portfolio holdings.
Number of Shares
1,189,925
Previous 104,746
1036.01%
Holding current value
$49.8 Million
Previous $4.52 Million
988.11%
% of portfolio
1.69%
Previous 0.17%
Shares
4 transactions
Others Institutions Holding DFCF
# of Institutions
411Shares Held
119MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH11.6MShares$483 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$465 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$124 Million11.32% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$117 Million1.39% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$116 Million23.4% of portfolio