Golden State Wealth Management, LLC Dimensional ETF Tr Transaction History
Golden State Wealth Management, LLC
- $906 Billion
- Q3 2025
A detailed history of Golden State Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 4,672 shares of DFAX stock, worth $149,550. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,672
Previous 4,649
0.49%
Holding current value
$149,550
Previous $137 Million
7.37%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding DFAX
# of Institutions
672Shares Held
258MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$360 Million3.18% of portfolio
-
Alerus Financial Na Grand Forks, ND8.38MShares$268 Million14.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$259 Million0.08% of portfolio
-
Geometric Wealth Advisors7.29MShares$233 Million33.26% of portfolio
-
Allworth Financial LP6.86MShares$220 Million0.98% of portfolio