Golden State Wealth Management, LLC Dimensional ETF Tr U S Small C 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 Small C stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 729 shares of DFAS stock, worth $42,063. This represents 0.01% of its overall portfolio holdings.
Number of Shares
729
Previous 1,458
50.0%
Holding current value
$42,063
Previous $87,000
50006.9%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
795Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$764 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$434 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$378 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$298 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$157 Million1.82% of portfolio