Grand Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Grand Wealth Management, LLC

  • $171 Million
  • Q3 2024

A detailed history of Grand Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Grand Wealth Management, LLC holds 114,684 shares of DFAR stock, worth $2.67 Million. This represents 1.72% of its overall portfolio holdings.

Number of Shares
114,684
Previous 109,994 4.26%
Holding current value
$2.67 Million
Previous $2.43 Million 20.99%
% of portfolio
1.72%
Previous 1.48%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$21.91 - $26.03 $102,757 - $122,080
4,690 Added 4.26%
114,684 $2.94 Million
Q2 2024

Aug 08, 2024
SELL
$20.41 - $22.23 $533,680 - $581,270
-26,148 Reduced 19.21%
109,994 $2.43 Million
Q1 2024

May 09, 2024
BUY
$21.28 - $22.96 $426,515 - $460,187
20,043 Added 17.26%
136,142 $3.05 Million
Q4 2023

Jan 29, 2024
SELL
$18.45 - $23.08 $35,719 - $44,682
-1,936 Reduced 1.64%
116,099 $2.64 Million
Q3 2023

Nov 09, 2023
BUY
$19.26 - $22.35 $128,945 - $149,633
6,695 Added 6.01%
118,035 $2.3 Million
Q2 2023

Aug 14, 2023
BUY
$20.22 - $21.63 $89,069 - $95,280
4,405 Added 4.12%
111,340 $2.4 Million
Q1 2023

May 10, 2023
BUY
$19.83 - $23.92 $346,906 - $418,456
17,494 Added 19.56%
106,935 $2.3 Million
Q4 2022

Feb 06, 2023
BUY
$19.45 - $22.52 $1.16 Million - $1.34 Million
59,393 Added 197.66%
89,441 $1.89 Million
Q3 2022

Nov 08, 2022
BUY
$20.34 - $25.89 $244,181 - $310,809
12,005 Added 66.54%
30,048 $618,000
Q2 2022

Aug 25, 2022
BUY
$21.92 - $28.24 $343,946 - $443,113
15,691 Added 667.13%
18,043 $417,000
Q1 2022

Aug 25, 2022
BUY
$25.09 - $27.58 $59,011 - $64,868
2,352 New
2,352 $64,000

Others Institutions Holding DFAR

# of Institutions
218
Shares Held
35.4M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFAR Quotes by TradingView
  • Ticker DFAR
  • Sector ETFs
  • Industry ETFs
More about DFAR
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