Grand Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Grand Wealth Management, LLC
- $164 Million
- Q2 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 109,994 shares of DFAR stock, worth $2.77 Million. This represents 1.48% of its overall portfolio holdings.
Number of Shares
109,994
Previous 136,142
19.21%
Holding current value
$2.77 Million
Previous $3.05 Million
20.2%
% of portfolio
1.48%
Previous 1.49%
Shares
10 transactions
Others Institutions Holding DFAR
# of Institutions
200Shares Held
34.4MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$74.2 Million4.94% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.15MShares$54 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.88MShares$47.3 Million11.83% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$42.2 Million3.67% of portfolio
-
Savant Capital, LLC1.4MShares$35.1 Million0.3% of portfolio