Geo Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Geo Wealth Management, LLC

  • $2.4 Billion
  • Q2 2025
Number of Shares
207,992
Previous 211,592 1.7%
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
-3,600 Reduced 1.7%
207,992 $0
Q1 2025

May 09, 2025
BUY
N/A
4,826 Added 2.33%
211,592 $0
Q4 2024

Feb 13, 2025
BUY
N/A
201,971 Added 4212.12%
206,766 $0
Q3 2024

Nov 12, 2024
BUY
N/A
2,135 Added 80.26%
4,795 $0
Q2 2024

Aug 12, 2024
BUY
N/A
2,660 New
2,660 $0
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