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 4,649 shares of DFAX stock, worth $147,605. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,649
Previous 7,003 33.61%
Holding current value
$147,605
Previous $183 Million 25.57%
% of portfolio
0.02%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025

SELL
$23.37 - $29.39 $55,012 - $69,184
-2,354 Reduced 33.61%
4,649 $137 Million
Q1 2025

Apr 24, 2025

SELL
$24.45 - $27.2 $206,724 - $229,976
-8,455 Reduced 54.7%
7,003 $183 Million
Q1 2025

Apr 23, 2025

BUY
$24.45 - $27.2 $299,268 - $332,928
12,240 Added 380.36%
15,458 $404,000
Q4 2024

Jan 28, 2025

BUY
$24.76 - $27.04 $79,677 - $87,014
3,218 New
3,218 $80 Million

Others Institutions Holding DFAX

About DIMENSIONAL ETF TR


  • Ticker DFAX
More about DFAX
Track This Portfolio

Track Golden State Wealth Management, LLC Portfolio

Follow Golden State Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Golden State Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Wealth Management, LLC with notifications on news.