Grand Wealth Management, LLC Dimensional ETF Tr Core Fxd In Transaction History
Grand Wealth Management, LLC
- $191 Million
- Q3 2025
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 2,104 shares of DFCF stock, worth $90,114. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,104
Previous 3,149
33.19%
Holding current value
$90,114
Previous $133,000
33.08%
% of portfolio
0.05%
Previous 0.07%
Shares
8 transactions
Others Institutions Holding DFCF
# of Institutions
432Shares Held
120MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$493 Million12.43% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3.04MShares$130 Million10.8% of portfolio
-
True Link Financial Advisors, LLC2.82MShares$121 Million8.26% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$120 Million1.31% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.76MShares$118 Million13.94% of portfolio