Grand Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Grand Wealth Management, LLC
- $191 Million
- Q3 2025
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 6,495 shares of DFSB stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
6,495
Previous 4,545
42.9%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
10 transactions
Others Institutions Holding DFSB
# of Institutions
103Shares Held
8.27MCall Options Held
0Put Options Held
0-
Abacus Wealth Partners, LLC Santa Monica, CA2.25MShares$017.27% of portfolio
-
Maseco LLP London,1.6MShares$04.13% of portfolio
-
Mercer Global Advisors Inc Denver, CO617KShares$00.0% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA487KShares$00.0% of portfolio
-
Blue Oak Capital, LLC Menlo Park, CA334KShares$09.2% of portfolio