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Dimensional Etf Trust shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSV) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $15M 504k 28.78
2024-03-31 $15M 501k 30.10
2023-12-31 $15M 503k 29.12
2023-09-30 $13M 509k 25.34
2023-06-30 $13M 502k 25.70
2023-03-31 $15M 583k 24.93

More positions owned by Geneos Wealth Management

Spdr S P 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr Russell 3000 Etf (IWV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Bd Index Fds Intermed Term (BIV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core 1 5 Yr Usd (ISTB)

View all positions for Geneos Wealth Management

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