Golden State Wealth Management, LLC Dimensional ETF Tr Transaction History

Golden State Wealth Management, LLC

$667 Billion
Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 12 shares of DFAE stock, worth $321. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$321

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 28, 2025	BUY	$25.36 - $28.15 $304 - $337	12 New	12 $304,000

Others Institutions Holding DFAE

# of Institutions

539

Shares Held

169M

Call Options Held

Put Options Held

Essential Planning, Llc. Portsmouth, NH

15.5M
Shares

$417 Million
2.64% of portfolio
Retirement Systems Of Alabama

12.7M
Shares

$340 Million
1.22% of portfolio
Mather Group, Llc. Chicago, IL

8.94M
Shares

$240 Million
2.96% of portfolio
Ubs Group Ag

5.28M
Shares

$142 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

4.58M
Shares

$123 Million
0.01% of portfolio

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About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

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Golden State Wealth Management, LLC Dimensional ETF Tr Transaction History