Golden State Equity Partners Dimensional ETF Tr Dimensional Transaction History
Golden State Equity Partners
- $569 Million
- Q3 2025
A detailed history of Golden State Equity Partners transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Golden State Equity Partners holds 11,919 shares of DFIS stock, worth $374,494. This represents 0.07% of its overall portfolio holdings.
Number of Shares
11,919
Previous 11,919
-0.0%
Holding current value
$374,494
Previous $355,000
5.92%
% of portfolio
0.07%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding DFIS
# of Institutions
286Shares Held
114MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp34.1MShares$1.07 Billion0.74% of portfolio
-
Matson Money. Inc.12.2MShares$384 Million12.88% of portfolio
-
Natixis Advisors, L.P. Boston, MA7.99MShares$251 Million0.37% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.53MShares$111 Million0.47% of portfolio
-
First Citizens Bank & Trust CO3.43MShares$108 Million1.94% of portfolio