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 $2.89 Million. This represents 1.72% of its overall portfolio holdings.

Number of Shares

114,684

Previous 109,994 4.26%

Holding current value

$2.89 Million

Previous $2.43 Million 20.99%

% of portfolio

1.72%

Previous 1.48%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

35.5M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

More about DFAR

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Grand Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History