Grand Wealth Management, LLC Dimensional ETF Tr Emerging Mk Transaction History
Grand Wealth Management, LLC
- $171 Million
- Q4 2024
A detailed history of Grand Wealth Management, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Grand Wealth Management, LLC holds 109,003 shares of DFEM stock, worth $2.95 Million. This represents 1.66% of its overall portfolio holdings.
Number of Shares
109,003
Previous 99,714
9.32%
Holding current value
$2.95 Million
Previous $2.81 Million
1.71%
% of portfolio
1.66%
Previous 1.64%
Shares
10 transactions
Others Institutions Holding DFEM
# of Institutions
417Shares Held
1.16BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.02BShares$27.6 Billion1.6% of portfolio
-
Forum Financial Management, LP Lombard, IL16.3MShares$442 Million8.46% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$160 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$139 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$129 Million3.4% of portfolio