Grand Wealth Management, LLC Dimensional ETF Tr Core Fxd In Transaction History
Grand Wealth Management, LLC
- $205 Million
- Q1 2024
A detailed history of Grand Wealth Management, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Grand Wealth Management, LLC holds 3,070 shares of DFCF stock, worth $128,602. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,070
Previous 2,070
48.31%
Holding current value
$128,602
Previous $87,000
47.13%
% of portfolio
0.06%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding DFCF
# of Institutions
290Shares Held
78.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.9.94MShares$416 Million12.05% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA6.95MShares$291 Million10.95% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.63MShares$110 Million11.04% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.27MShares$95.1 Million24.6% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS1.88MShares$78.6 Million1.26% of portfolio