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 $27,176. This represents 0.0% of its overall portfolio holdings.
Number of Shares
632Holding current value
$27,176% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
640Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.52 Billion3.22% of portfolio
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Envestnet Asset Management Inc33MShares$1.42 Billion0.46% of portfolio
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Savant Capital, LLC18.5MShares$796 Million6.58% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$620 Million6.31% of portfolio
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Ci Private Wealth, LLC Miami, FL10.9MShares$468 Million0.65% of portfolio