Golden State Wealth Management, LLC Dimensional ETF Tr Transaction History
Golden State Wealth Management, LLC
- $822 Billion
- Q2 2025
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
Others Institutions Holding DFAX
# of Institutions
663Shares Held
255MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$357 Million3.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.02MShares$255 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.62MShares$242 Million0.07% of portfolio
-
Geometric Wealth Advisors7MShares$222 Million33.48% of portfolio
-
Allworth Financial LP6.28MShares$199 Million0.92% of portfolio