Geo Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Geo Wealth Management, LLC
- $2.73 Billion
- Q3 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 8,655 shares of DIHP stock, worth $217,673. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,655
Previous 5,185
66.92%
Holding current value
$217,673
Previous $136,000
75.74%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DIHP
# of Institutions
208Shares Held
113MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$564 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$557 Million1.34% of portfolio
-
Savant Capital, LLC8.48MShares$213 Million2.0% of portfolio
-
Vista Wealth Management Group, LLC6.05MShares$152 Million11.58% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$151 Million3.18% of portfolio