Geo Wealth Management, LLC Dimensional ETF Tr Transaction History

Geo Wealth Management, LLC

$2.33 Billion
Q1 2025

A detailed history of Geo Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Geo Wealth Management, LLC holds 228,607 shares of DFAI stock, worth $7.4 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

228,607

Previous 607,732 62.38%

Holding current value

$7.4 Million

Previous $17.7 Million 59.77%

% of portfolio

0.31%

Previous 0.61%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$28.88 - $32.4 $10.9 Million - $12.3 Million	-379,125 Reduced 62.38%	228,607 $7.14 Million
Q4 2024 Feb 13, 2025	SELL	$29.0 - $31.6 $3.2 Million - $3.49 Million	-110,517 Reduced 15.39%	607,732 $17.7 Million
Q3 2024 Nov 12, 2024	BUY	$28.69 - $32.06 $10.7 Million - $11.9 Million	371,368 Added 107.06%	718,249 $22.8 Million
Q2 2024 Aug 12, 2024	SELL	$28.93 - $30.91 $10 Million - $10.7 Million	-346,286 Reduced 49.96%	346,881 $10.3 Million
Q1 2024 May 15, 2024	SELL	$27.74 - $30.27 $19.2 Million - $21 Million	-693,167 Closed	0 $0
Q1 2024 May 15, 2024	BUY	$27.74 - $30.27 $896,584 - $978,356	32,321 Added 4.89%	693,167 $20.9 Million
Q4 2023 Feb 13, 2024	BUY	$24.88 - $28.69 $838,704 - $967,139	33,710 Added 5.38%	660,846 $18.9 Million
Q3 2023 Nov 13, 2023	BUY	$26.0 - $28.17 $3.28 Million - $3.56 Million	126,306 Added 25.22%	627,136 $16.4 Million
Q2 2023 Aug 10, 2023	BUY	$26.46 - $28.05 $13.3 Million - $14 Million	500,830 New	500,830 $13.7 Million

Others Institutions Holding DFAI

# of Institutions

644

Shares Held

235M

Call Options Held

500

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

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Geo Wealth Management, LLC Dimensional ETF Tr Transaction History