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 18,373 shares of DISV stock, worth $501,582. This represents 0.02% of its overall portfolio holdings.
Number of Shares
18,373Holding current value
$501,582% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
266Shares Held
57.6MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.39MShares$229 Million10.25% of portfolio
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Forum Financial Management, LP Lombard, IL6.21MShares$170 Million3.44% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$86 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO1.56MShares$42.5 Million1.19% of portfolio
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Ritholtz Wealth Management1.35MShares$36.9 Million1.2% of portfolio