Geo Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History
Geo Wealth Management, LLC
- $2.73 Billion
- Q3 2024
A detailed history of Geo Wealth Management, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Geo Wealth Management, LLC holds 831 shares of DFSD stock, worth $38,907. This represents 0.0% of its overall portfolio holdings.
Number of Shares
831
Previous 44
1788.64%
Holding current value
$38,907
Previous $2,000
1850.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding DFSD
# of Institutions
260Shares Held
49.1MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.49MShares$117 Million11.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$112 Million1.35% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.3 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$94.7 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.2 Million16.23% of portfolio