Golden State Equity Partners Dimensional ETF Tr Dimensional Transaction History
Golden State Equity Partners
- $522 Million
- Q2 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 $376,282. This represents 0.07% of its overall portfolio holdings.
Number of Shares
11,919
Previous 11,919
-0.0%
Holding current value
$376,282
Previous $307,000
15.64%
% of portfolio
0.07%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding DFIS
# of Institutions
276Shares Held
85.5MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.7MShares$590 Million0.43% of portfolio
-
Matson Money. Inc.12.5MShares$394 Million12.99% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.35MShares$106 Million0.13% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.93MShares$92.6 Million0.36% of portfolio
-
First Citizens Bank & Trust CO2.86MShares$90.2 Million1.31% of portfolio