Golden State Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Golden State Wealth Management, LLC
- $673 Billion
- Q1 2025
A detailed history of Golden State Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 23,404 shares of DFAC stock, worth $751,034. This represents 0.11% of its overall portfolio holdings.
Number of Shares
23,404
Previous 48,717
51.96%
Holding current value
$751,034
Previous $1.61 Million
47947.79%
% of portfolio
0.11%
Previous 0.12%
Shares
6 transactions
Others Institutions Holding DFAC
# of Institutions
1,066Shares Held
805MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.84 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.49 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.21 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.2 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$583 Million0.26% of portfolio