Geo Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Geo Wealth Management, LLC
- $2.92 Billion
- Q4 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 13,575 shares of DIHP stock, worth $372,633. This represents 0.01% of its overall portfolio holdings.
Number of Shares
13,575
Previous 8,655
56.85%
Holding current value
$372,633
Previous $239,000
43.1%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding DIHP
# of Institutions
247Shares Held
127MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc23.9MShares$657 Million0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.3MShares$612 Million1.39% of portfolio
-
Savant Capital, LLC15.5MShares$425 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC6.34MShares$174 Million10.75% of portfolio
-
Forum Financial Management, LP Lombard, IL6.22MShares$171 Million3.11% of portfolio