Geo Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Geo Wealth Management, LLC

  • $2.92 Billion
  • Q4 2024

A detailed history of Geo Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Geo Wealth Management, LLC holds 441,369 shares of DFIC stock, worth $12.6 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
441,369
Previous 497,035 11.2%
Holding current value
$12.6 Million
Previous $14 Million 18.43%
% of portfolio
0.39%
Previous 0.51%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$25.61 - $28.0 $1.43 Million - $1.56 Million
-55,666 Reduced 11.2%
441,369 $11.4 Million
Q3 2024

Nov 12, 2024
SELL
$25.36 - $28.37 $4.45 Million - $4.98 Million
-175,376 Reduced 26.08%
497,035 $14 Million
Q2 2024

Aug 12, 2024
SELL
$25.73 - $27.44 $207,821 - $221,632
-8,077 Reduced 1.19%
672,411 $17.7 Million
Q1 2024

May 15, 2024
BUY
$24.62 - $26.83 $16.8 Million - $18.3 Million
680,488 New
680,488 $18.2 Million

Others Institutions Holding DFIC

# of Institutions
449
Shares Held
267M
Call Options Held
5.9K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIC Quotes by TradingView
  • Ticker DFIC
  • Sector ETFs
  • Industry ETFs
More about DFIC
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