Grand Wealth Management, LLC Dimensional ETF Tr Transaction History
Grand Wealth Management, LLC
- $191 Million
- Q3 2025
A detailed history of Grand Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Grand Wealth Management, LLC holds 1,050 shares of DFAU stock, worth $48,247. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,050
Previous 1,031
1.84%
Holding current value
$48,247
Previous $43,000
11.63%
% of portfolio
0.03%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
546Shares Held
149MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC7.01MShares$322 Million2.19% of portfolio
-
Rvw Wealth, LLC4.5MShares$207 Million17.72% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$191 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.99MShares$184 Million2.05% of portfolio
-
Allworth Financial LP3.99MShares$183 Million0.83% of portfolio