Grand Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Grand Wealth Management, LLC
- $205 Million
- Q1 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 4,450 shares of DFSB stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,450
Previous 3,883
14.6%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding DFSB
# of Institutions
50Shares Held
2.95MCall Options Held
0Put Options Held
0-
Abacus Wealth Partners, LLC Santa Monica, CA1.8MShares$015.59% of portfolio
-
Rfg Advisory, LLC Birmingham, AL204KShares$00.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX200KShares$00.0% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA171KShares$00.0% of portfolio
-
Ci Private Wealth, LLC Miami, FL78.8KShares$00.0% of portfolio