Golden State Equity Partners Dimensional ETF Tr Dimensional Transaction History
Golden State Equity Partners
- $491 Million
- Q1 2025
A detailed history of Golden State Equity Partners transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Golden State Equity Partners holds 11,919 shares of DFIS stock, worth $354,113. This represents 0.06% of its overall portfolio holdings.
Number of Shares
11,919
Previous 11,919
-0.0%
Holding current value
$354,113
Previous $292,000
5.14%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding DFIS
# of Institutions
253Shares Held
94MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.4MShares$547 Million0.43% of portfolio
-
Matson Money. Inc.12.5MShares$371 Million11.74% of portfolio
-
Mather Group, Llc. Chicago, IL11.4MShares$339 Million3.44% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.9MShares$116 Million0.43% of portfolio
-
First Citizens Bank & Trust CO3.79MShares$113 Million1.68% of portfolio