Geo Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History
Geo Wealth Management, LLC
- $2.92 Billion
- Q4 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 843 shares of DFSD stock, worth $39,848. This represents 0.0% of its overall portfolio holdings.
Number of Shares
843
Previous 831
1.44%
Holding current value
$39,848
Previous $39,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding DFSD
# of Institutions
320Shares Held
64.1MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$197 Million1.31% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$128 Million1.54% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$122 Million11.2% of portfolio
-
Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98.2 Million1.09% of portfolio