Geo Wealth Management, LLC Dimensional ETF Tr Emerging Mk Transaction History
Geo Wealth Management, LLC
- $2.73 Billion
- Q3 2024
A detailed history of Geo Wealth Management, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Geo Wealth Management, LLC holds 9,297 shares of DFEM stock, worth $244,697. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,297
Previous 4,512
106.05%
Holding current value
$244,697
Previous $120,000
117.5%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding DFEM
# of Institutions
345Shares Held
131MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$410 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$152 Million0.23% of portfolio
-
Truepoint, Inc.4.44MShares$117 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$105 Million0.16% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$104 Million1.18% of portfolio