Golden Bell Financial Planning LLC Dimensional ETF Tr Transaction History
Golden Bell Financial Planning LLC
- $99.5 Billion
- Q4 2024
A detailed history of Golden Bell Financial Planning LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Golden Bell Financial Planning LLC holds 8,935 shares of DFIV stock, worth $357,578. This represents 0.32% of its overall portfolio holdings.
Number of Shares
8,935Holding current value
$357,578% of portfolio
0.32%Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
628Shares Held
214MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$819 Million0.24% of portfolio
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Mercer Global Advisors Inc Denver, CO17.8MShares$712 Million1.56% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$447 Million4.47% of portfolio
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Savant Capital, LLC8.28MShares$331 Million2.39% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$281 Million0.17% of portfolio