Gould Asset Management LLC Dimensional ETF Tr Transaction History
Gould Asset Management LLC
- $411 Million
- Q1 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 157,486 shares of DFAX stock, worth $4 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
157,486
Previous 142,984
10.14%
Holding current value
$4 Million
Previous $3.49 Million
14.75%
% of portfolio
0.97%
Previous 0.91%
Shares
9 transactions
Others Institutions Holding DFAX
# of Institutions
470Shares Held
211MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.5MShares$293 Million3.33% of portfolio
-
Envestnet Asset Management Inc11MShares$279 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.42MShares$189 Million0.1% of portfolio
-
Geometric Wealth Advisors6.44MShares$164 Million39.35% of portfolio
-
Commonwealth Equity Services, LLC5.73MShares$146 Million0.24% of portfolio