Grand Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Grand Wealth Management, LLC
- $171 Million
- Q3 2024
A detailed history of Grand Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Grand Wealth Management, LLC holds 3,958 shares of DFSB stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,958
Previous 3,942
0.41%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding DFSB
# of Institutions
65Shares Held
3.48MCall Options Held
0Put Options Held
0-
Abacus Wealth Partners, LLC Santa Monica, CA1.93MShares$015.4% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA356KShares$00.0% of portfolio
-
Rfg Advisory, LLC Birmingham, AL230KShares$00.0% of portfolio
-
Sei Investments CO Oaks, PA120KShares$00.0% of portfolio
-
Ci Private Wealth, LLC Miami, FL103KShares$00.0% of portfolio