Golden Bell Financial Planning LLC Dimensional ETF Tr Transaction History
Golden Bell Financial Planning LLC
- $115 Billion
- Q3 2025
A detailed history of Golden Bell Financial Planning LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Golden Bell Financial Planning LLC holds 8,819 shares of DFIV stock, worth $422,518. This represents 0.35% of its overall portfolio holdings.
Number of Shares
8,819
Previous 9,217
4.32%
Holding current value
$422,518
Previous $395 Million
3.03%
% of portfolio
0.35%
Previous 0.37%
Shares
4 transactions
Others Institutions Holding DFIV
# of Institutions
812Shares Held
261MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO26.9MShares$1.29 Billion0.84% of portfolio
-
Mercer Global Advisors Inc Denver, CO20.9MShares$1 Billion1.65% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA13.8MShares$663 Million0.39% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$535 Million4.47% of portfolio
-
Savant Capital, LLC8.68MShares$416 Million2.24% of portfolio