Gould Asset Management LLC Dimensional ETF Tr Transaction History
Gould Asset Management LLC
- $431 Million
- Q2 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 161,249 shares of DFAX stock, worth $4.2 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
161,249
Previous 157,486
2.39%
Holding current value
$4.2 Million
Previous $4.01 Million
2.3%
% of portfolio
0.95%
Previous 0.97%
Shares
10 transactions
Others Institutions Holding DFAX
# of Institutions
504Shares Held
221MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$292 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.73MShares$253 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.38MShares$192 Million0.1% of portfolio
-
Geometric Wealth Advisors7.2MShares$187 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$148 Million0.23% of portfolio