Gould Asset Management LLC Dimensional ETF Tr Transaction History
Gould Asset Management LLC
- $507 Million
- Q2 2025
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 183,256 shares of DFAX stock, worth $5.53 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
183,256
Previous 187,708
2.37%
Holding current value
$5.53 Million
Previous $4.92 Million
9.46%
% of portfolio
1.06%
Previous 1.02%
Shares
14 transactions
Others Institutions Holding DFAX
# of Institutions
635Shares Held
243MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$339 Million3.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$237 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.62MShares$230 Million0.07% of portfolio
-
Geometric Wealth Advisors7MShares$211 Million33.48% of portfolio
-
Allworth Financial LP6.28MShares$190 Million0.92% of portfolio