Geo Wealth Management, LLC Dimensional ETF Tr Emerging Mk Transaction History
Geo Wealth Management, LLC
- $2.92 Billion
- Q4 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 14,750 shares of DFEM stock, worth $399,577. This represents 0.01% of its overall portfolio holdings.
Number of Shares
14,750
Previous 9,297
58.65%
Holding current value
$399,577
Previous $261,000
47.89%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding DFEM
# of Institutions
417Shares Held
1.16BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.02BShares$27.6 Billion1.6% of portfolio
-
Forum Financial Management, LP Lombard, IL16.3MShares$442 Million8.46% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$160 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$139 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$129 Million3.4% of portfolio