Golden State Equity Partners Dimensional ETF Tr Transaction History
Golden State Equity Partners
- $491 Million
- Q1 2025
A detailed history of Golden State Equity Partners transactions in Dimensional ETF Tr stock. As of the latest transaction made, Golden State Equity Partners holds 8,545 shares of DFAU stock, worth $362,478. This represents 0.07% of its overall portfolio holdings.
Number of Shares
8,545
Previous 8,068
5.91%
Holding current value
$362,478
Previous $326,000
0.61%
% of portfolio
0.07%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding DFAU
# of Institutions
505Shares Held
134MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC5.63MShares$239 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$176 Million5.04% of portfolio
-
Aquire Wealth Advisors, LLC3.76MShares$159 Million44.46% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$150 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$150 Million1.87% of portfolio