Golden State Wealth Management, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 166 shares of DFIS stock, worth $5,265. This represents 0.0% of its overall portfolio holdings.

Number of Shares
166
Previous 166 -0.0%
Holding current value
$5,265
Previous $4.29 Million 15.48%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
$23.92 - $26.89 $3,970 - $4,463
-166 Reduced 50.0%
166 $4.29 Million
Q1 2025

Apr 23, 2025
BUY
$23.92 - $26.89 $3,970 - $4,463
166 Added 100.0%
332 $8,000
Q4 2024

Jan 28, 2025
BUY
$24.25 - $26.7 $4,025 - $4,432
166 New
166 $4.08 Million

Others Institutions Holding DFIS

# of Institutions
274
Shares Held
86.2M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIS Quotes by TradingView
  • Ticker DFIS
  • Sector ETFs
  • Industry ETFs
More about DFIS
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