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 $12.2 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

441,369

Previous 497,035 11.2%

Holding current value

$12.2 Million

Previous $14 Million 18.43%

% of portfolio

0.39%

Previous 0.51%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

437

Shares Held

2.28B

Call Options Held

5.9K

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

More about DFIC

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Geo Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History