Geo Wealth Management, LLC Dimensional ETF Tr Transaction History
Geo Wealth Management, LLC
- $2.48 Billion
- Q1 2024
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 1,497,414 shares of DFAX stock, worth $38.1 Million. This represents 1.54% of its overall portfolio holdings.
Number of Shares
1,497,414Holding current value
$38.1 Million% of portfolio
1.54%Shares
1 transactions
Others Institutions Holding DFAX
# of Institutions
470Shares Held
211MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.5MShares$293 Million3.33% of portfolio
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Envestnet Asset Management Inc11MShares$279 Million0.11% of portfolio
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Lpl Financial LLC Fort Mill, SC7.42MShares$189 Million0.1% of portfolio
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Geometric Wealth Advisors6.44MShares$164 Million39.35% of portfolio
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Commonwealth Equity Services, LLC5.73MShares$146 Million0.24% of portfolio