A detailed history of Grand Wealth Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Grand Wealth Management, LLC holds 3,744 shares of DFUV stock, worth $153,129. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,744
Previous 3,744 -0.0%
Holding current value
$153,129
Previous $147,000 6.12%
% of portfolio
0.09%
Previous 0.09%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

SELL
$38.53 - $40.76 $2.39 Million - $2.53 Million
-62,156 Reduced 94.32%
3,744 $147,000
Q3 2023

Nov 09, 2023

SELL
$33.83 - $36.19 $62,517 - $66,879
-1,848 Reduced 2.73%
65,900 $2.24 Million
Q2 2023

Aug 14, 2023

SELL
$32.32 - $34.5 $12,604 - $13,455
-390 Reduced 0.57%
67,748 $2.34 Million
Q1 2023

May 10, 2023

SELL
$31.9 - $35.83 $15,471 - $17,377
-485 Reduced 0.71%
68,138 $2.28 Million
Q4 2022

Feb 06, 2023

SELL
$30.23 - $35.36 $43,591 - $50,989
-1,442 Reduced 2.06%
68,623 $2.3 Million
Q2 2022

Aug 25, 2022

BUY
$30.92 - $35.31 $2.17 Million - $2.47 Million
70,065 New
70,065 $2.21 Million

Others Institutions Holding DFUV

About DIMENSIONAL ETF TR US MARKETWI


  • Ticker DFUV
  • Sector ETFs
  • Industry ETFs
More about DFUV
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.