Grand Wealth Management, LLC Dimensional ETF Tr Transaction History

Grand Wealth Management, LLC

  • $171 Million
  • Q4 2024

A detailed history of Grand Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Grand Wealth Management, LLC holds 102 shares of DFIV stock, worth $3,943. This represents 0.0% of its overall portfolio holdings.

Number of Shares
102
Holding current value
$3,943
% of portfolio
0.0%

Shares

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

Feb 12, 2025
BUY
$34.86 - $37.97 $3,555 - $3,872
102 New
102 $3,000
Q2 2023

Aug 14, 2023
SELL
$31.45 - $33.77 $19,341 - $20,768
-615 Reduced 45.49%
737 $24,000
Q1 2022

Aug 25, 2022
SELL
$30.75 - $35.49 $12,915 - $14,905
-420 Reduced 23.7%
1,352 $45,000
Q4 2021

Aug 25, 2022
BUY
$31.61 - $34.21 $56,012 - $60,620
1,772 New
1,772 $58,000

Others Institutions Holding DFIV

# of Institutions
625
Shares Held
214M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
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