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 $4.38 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
104,746
Previous 173,053
39.47%
Holding current value
$4.38 Million
Previous $7.19 Million
37.08%
% of portfolio
0.17%
Previous 0.33%
Shares
3 transactions
Others Institutions Holding DFCF
# of Institutions
330Shares Held
87.7MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$438 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.78MShares$116 Million11.43% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$111 Million23.84% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$102 Million1.24% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.08MShares$87 Million12.12% of portfolio