Golden State Equity Partners Dimensional ETF Tr Transaction History
Golden State Equity Partners
- $522 Million
- Q2 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 8,642 shares of DFAU stock, worth $391,569. This represents 0.07% of its overall portfolio holdings.
Number of Shares
8,642
Previous 8,545
1.14%
Holding current value
$391,569
Previous $328,000
11.59%
% of portfolio
0.07%
Previous 0.07%
Shares
6 transactions
Others Institutions Holding DFAU
# of Institutions
532Shares Held
139MCall Options Held
58.3KPut Options Held
0-
Rvw Wealth, LLC4.33MShares$196 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$188 Million5.04% of portfolio
-
Allworth Financial LP3.81MShares$173 Million0.8% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$171 Million1.91% of portfolio
-
Modera Wealth Management, LLC3.47MShares$157 Million1.86% of portfolio