Geo Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History

Geo Wealth Management, LLC

$2.73 Billion
Q3 2024

A detailed history of Geo Wealth Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Geo Wealth Management, LLC holds 632 shares of DFUV stock, worth $25,810. This represents 0.0% of its overall portfolio holdings.

Number of Shares

632

Holding current value

$25,810

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 12, 2024	BUY	$38.51 - $41.69 $24,338 - $26,348	632 New	632 $26,000

Others Institutions Holding DFUV

# of Institutions

640

Shares Held

267M

Call Options Held

300

Put Options Held

Mercer Global Advisors Inc Denver, CO

35.3M
Shares

$1.44 Billion
3.22% of portfolio
Envestnet Asset Management Inc

33M
Shares

$1.35 Billion
0.46% of portfolio
Savant Capital, LLC

18.5M
Shares

$756 Million
6.58% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

14.4M
Shares

$589 Million
6.31% of portfolio
Ci Private Wealth, LLC Miami, FL

10.9M
Shares

$444 Million
0.65% of portfolio

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Geo Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Geo Wealth Management, LLC with notifications on news.

Account

Geo Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History