Geneos Wealth Management Inc. / DFSV
Geneos Wealth Management Inc.’s Dimensional Etf Trust Position
Does Geneos Wealth Management Inc. own Dimensional Etf Trust (DFSV)? Yes — 486.0K shares worth $17M (+0.40% of its 13F portfolio) as of Q1 2026, down from 493.0K shares the prior filed quarter.
Position Value
$17M
Q1 2026
Shares
486.0K
% of Portfolio
+0.40%
Quarters Held
13
currently held
Position History DFSV
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 486.0K | $17M | +0.40% |
| Q4 2025 | 493.0K | $16M | +0.40% |
| Q3 2025 | 483.8K | $15M | +0.39% |
| Q2 2025 | 484.4K | $14M | +0.35% |
| Q1 2025 | 937.6K | $26M | +0.38% |
| Q4 2024 | 470.2K | $14M | +0.51% |
| Q3 2024 | 470.5K | $14M | +0.55% |
| Q2 2024 | 504.2K | $15M | +0.64% |
| Q1 2024 | 500.8K | $15M | +0.69% |
| Q4 2023 | 502.9K | $15M | +0.72% |
| Q3 2023 | 509.4K | $13M | +0.66% |
| Q2 2023 | 501.9K | $13M | +0.68% |
| Q1 2023 | 582.9K | $15M | +0.88% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Geneos Wealth Management Inc.’s full portfolio or all institutional holders of DFSV.