Gould Asset Management LLC Dimensional ETF Tr Transaction History
Gould Asset Management LLC
- $464 Million
- Q3 2024
A detailed history of Gould Asset Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Gould Asset Management LLC holds 20,775 shares of DFAU stock, worth $845,750. This represents 0.18% of its overall portfolio holdings.
Number of Shares
20,775
Previous 20,785
0.05%
Holding current value
$845,750
Previous $779,000
5.78%
% of portfolio
0.18%
Previous 0.18%
Shares
10 transactions
Others Institutions Holding DFAU
# of Institutions
412Shares Held
110MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$196 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$169 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$150 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$142 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$117 Million0.71% of portfolio