Geo Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Geo Wealth Management, LLC
- $2.2 Billion
- Q2 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 12,678 shares of DFSV stock, worth $385,411. This represents 0.02% of its overall portfolio holdings.
Number of Shares
12,678
Previous 4,879
159.85%
Holding current value
$385,411
Previous $146,000
149.32%
% of portfolio
0.02%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DFSV
# of Institutions
330Shares Held
87.4MCall Options Held
0Put Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$249 Million3.73% of portfolio
-
Savant Capital, LLC6.57MShares$200 Million1.72% of portfolio
-
Jmg Financial Group, Ltd.5.2MShares$158 Million5.67% of portfolio
-
Mather Group, Llc. Chicago, IL2.97MShares$90.3 Million1.18% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.74MShares$83.4 Million0.14% of portfolio