Grand Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History

Grand Wealth Management, LLC

  • $205 Million
  • Q1 2024

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 65,900 shares of DFUV stock, worth $2.57 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares
65,900
Previous 65,900 -0.0%
Holding current value
$2.57 Million
Previous $2.45 Million 9.91%
% of portfolio
1.32%
Previous 1.34%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$33.0 - $35.36 $47,586 - $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

# of Institutions
593
Shares Held
242M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR US MARKETWI

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