Grand Wealth Management, LLC Dimensional ETF Tr Core Fxd In Transaction History
Grand Wealth Management, LLC
- $171 Million
- Q3 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 3,200 shares of DFCF stock, worth $131,872. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,200
Previous 3,149
1.62%
Holding current value
$131,872
Previous $130,000
6.15%
% of portfolio
0.08%
Previous 0.08%
Shares
6 transactions
Others Institutions Holding DFCF
# of Institutions
331Shares Held
88.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$432 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$119 Million11.58% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$110 Million23.84% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$100 Million1.24% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.08MShares$85.7 Million12.12% of portfolio