Golden State Equity Partners Dimensional ETF Tr Transaction History
Golden State Equity Partners
- $470 Million
- Q2 2024
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 6,040 shares of DFAU stock, worth $228,976. This represents 0.05% of its overall portfolio holdings.
Number of Shares
6,040
Previous 6,531
7.52%
Holding current value
$228,976
Previous $217,000
4.15%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding DFAU
# of Institutions
399Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$166 Million2.04% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$157 Million5.04% of portfolio
-
Modera Wealth Management, LLC4.01MShares$152 Million2.23% of portfolio
-
Aquire Wealth Advisors, LLC3.37MShares$128 Million42.46% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.77MShares$105 Million26.74% of portfolio