Geo Wealth Management, LLC Dimensional ETF Tr Core Fxd In Transaction History
Geo Wealth Management, LLC
- $2.73 Billion
- Q3 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 104,746 shares of DFCF stock, worth $4.35 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
104,746
Previous 173,053
39.47%
Holding current value
$4.35 Million
Previous $7.19 Million
37.08%
% of portfolio
0.17%
Previous 0.33%
Shares
3 transactions
Others Institutions Holding DFCF
# of Institutions
339Shares Held
91.8MCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$143 Billion8.57% of portfolio
-
Truepoint, Inc.10.5MShares$435 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$120 Million11.58% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$111 Million23.84% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.48MShares$103 Million13.14% of portfolio