Grand Wealth Management, LLC Dimensional ETF Tr Core Fxd In Transaction History

Grand Wealth Management, LLC

  • $171 Million
  • Q4 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 3,149 shares of DFCF stock, worth $132,258. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,149
Previous 3,200 1.59%
Holding current value
$132,258
Previous $138,000 5.8%
% of portfolio
0.08%
Previous 0.08%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
SELL
$41.17 - $43.34 $2,099 - $2,210
-51 Reduced 1.59%
3,149 $130,000
Q3 2024

Nov 04, 2024
BUY
$41.34 - $43.55 $2,108 - $2,221
51 Added 1.62%
3,200 $138,000
Q2 2024

Aug 08, 2024
BUY
$40.79 - $41.97 $3,222 - $3,315
79 Added 2.57%
3,149 $130,000
Q1 2024

May 09, 2024
BUY
$41.54 - $42.6 $41,540 - $42,600
1,000 Added 48.31%
3,070 $128,000
Q4 2023

Jan 29, 2024
SELL
$39.52 - $42.54 $64,338 - $69,255
-1,628 Reduced 44.02%
2,070 $87,000
Q3 2023

Nov 09, 2023
BUY
$40.3 - $42.05 $149,029 - $155,500
3,698 New
3,698 $149,000
Q4 2022

Feb 06, 2023
BUY
$39.82 - $42.74 $42,129 - $45,218
1,058 New
1,058 $43,000

Others Institutions Holding DFCF

# of Institutions
407
Shares Held
3.56B
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR CORE FXD IN

DFCF Quotes by TradingView
  • Ticker DFCF
  • Sector ETFs
  • Industry ETFs
More about DFCF
Track This Portfolio

Track Grand Wealth Management, LLC Portfolio

Follow Grand Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Grand Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Grand Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email