Gould Asset Management LLC Dimensional ETF Tr Transaction History
Gould Asset Management LLC
- $472 Million
- Q4 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 181,770 shares of DFAX stock, worth $4.83 Million. This represents 0.96% of its overall portfolio holdings.
Number of Shares
181,770
Previous 173,901
4.52%
Holding current value
$4.83 Million
Previous $4.7 Million
3.81%
% of portfolio
0.96%
Previous 1.01%
Shares
12 transactions
Others Institutions Holding DFAX
# of Institutions
572Shares Held
242MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$299 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$222 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$201 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$201 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$160 Million0.22% of portfolio