Geo Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Geo Wealth Management, LLC

$2.4 Billion
Q2 2025

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 14,309 shares of DFSV stock, worth $448,873. This represents 0.02% of its overall portfolio holdings.

Number of Shares

14,309

Previous 44,038 67.51%

Holding current value

$448,873

Previous $1.24 Million 66.02%

% of portfolio

0.02%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$24.21 - $29.47 $719,739 - $876,113	-29,729 Reduced 67.51%	14,309 $421,000
Q1 2025 May 09, 2025	BUY	$27.56 - $32.1 $209,924 - $244,505	7,617 Added 20.91%	44,038 $1.24 Million
Q4 2024 Feb 13, 2025	BUY	$30.18 - $33.87 $412,862 - $463,341	13,680 Added 60.16%	36,421 $1.12 Million
Q3 2024 Nov 12, 2024	BUY	$28.25 - $31.7 $284,279 - $318,997	10,063 Added 79.37%	22,741 $700,000
Q2 2024 Aug 12, 2024	BUY	$27.81 - $30.13 $216,890 - $234,983	7,799 Added 159.85%	12,678 $364,000
Q1 2024 May 15, 2024	BUY	$27.45 - $30.1 $133,928 - $146,857	4,879 New	4,879 $146,000

Others Institutions Holding DFSV

# of Institutions

482

Shares Held

132M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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Geo Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History