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 13,140 shares of DISV stock, worth $396,171. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,140
Previous 21,734 39.54%
Holding current value
$396,171
Previous $631,000 44.69%
% of portfolio
0.01%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$26.18 - $28.77 $224,990 - $247,249
-8,594 Reduced 39.54%
13,140 $349,000
Q3 2024

Nov 12, 2024
BUY
$26.06 - $29.18 $87,587 - $98,073
3,361 Added 18.29%
21,734 $631,000
Q2 2024

Aug 12, 2024
BUY
$26.23 - $28.56 $481,923 - $524,732
18,373 New
18,373 $494,000

Others Institutions Holding DISV

# of Institutions
324
Shares Held
66.1M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DISV Quotes by TradingView
  • Ticker DISV
  • Sector ETFs
  • Industry ETFs
More about DISV
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