Grand Wealth Management, LLC Dimensional ETF Tr Emerging Mk Transaction History

Grand Wealth Management, LLC

$205 Million
Q1 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 164,827 shares of DFEM stock, worth $4.49 Million. This represents 2.05% of its overall portfolio holdings.

Number of Shares

164,827

Previous 162,288 1.56%

Holding current value

$4.49 Million

Previous $4.05 Million 3.73%

% of portfolio

2.05%

Previous 2.22%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	BUY	$23.62 - $25.64 $59,971 - $65,099	2,539 Added 1.56%	164,827 $4.2 Million
Q4 2023 Jan 29, 2024	SELL	$22.36 - $24.96 $53,350 - $59,554	-2,386 Reduced 1.45%	162,288 $4.05 Million
Q3 2023 Nov 09, 2023	BUY	$23.16 - $25.43 $12,460 - $13,681	538 Added 0.33%	164,674 $3.84 Million
Q2 2023 Aug 14, 2023	SELL	$23.0 - $24.82 $82,639 - $89,178	-3,593 Reduced 2.14%	164,136 $3.95 Million
Q1 2023 May 10, 2023	SELL	$22.42 - $24.83 $293,253 - $324,776	-13,080 Reduced 7.23%	167,729 $3.96 Million

Q4 2022 Feb 06, 2023	BUY	$21.2 - $23.44 $2.2 Million - $2.43 Million	103,797 Added 134.78%	180,809 $4.06 Million
Q3 2022 Nov 08, 2022	BUY	$21.21 - $24.05 $1.63 Million - $1.85 Million	77,012 New	77,012 $1.57 Million

Others Institutions Holding DFEM

# of Institutions

307

Shares Held

116M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR EMERGING MK

Ticker DFEM
Sector ETFs
Industry ETFs

More about DFEM

Track This Portfolio

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.

Account

Grand Wealth Management, LLC Dimensional ETF Tr Emerging Mk Transaction History