Geo Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Geo Wealth Management, LLC

  • $2.4 Billion
  • Q2 2025
Number of Shares
237,003
Previous 301,975 21.52%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
N/A
-64,972 Reduced 21.52%
237,003 $0
Q1 2025

May 09, 2025
BUY
N/A
10,294 Added 3.53%
301,975 $0
Q4 2024

Feb 13, 2025
BUY
N/A
290,956 Added 40131.86%
291,681 $0
Q3 2024

Nov 12, 2024
BUY
N/A
690 Added 1971.43%
725 $0
Q2 2024

Aug 12, 2024
BUY
N/A
35 New
35 $0
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