Golden State Wealth Management, LLC Dimensional ETF Tr Core Fxd In 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 Core Fxd In stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 905 shares of DFCF stock, worth $37,838. This represents 0.01% of its overall portfolio holdings.
Number of Shares
905
Previous 1,810
50.0%
Holding current value
$37,838
Previous $76,000
49984.21%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DFCF
# of Institutions
411Shares Held
119MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH11.6MShares$483 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$465 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$124 Million11.32% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$117 Million1.39% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$116 Million23.4% of portfolio