Grand Wealth Management, LLC Purchases in Q3 2024

Grand Wealth Management, LLC

  • $171 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVDE
American Centy ETF Tr Avantis

ETFs
12.4K
+ 5.63%
$60.09 - $67.67 $747K - $841K
233K $15.6M
AVEM
American Centy ETF Tr Avantis

ETFs
7.14K
+ 5.53%
$57.2 - $65.59 $408K - $468K
136K $8.8M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5.52K
+ 11.82%
$76.94 - $79.54 $425K - $439K
52.3K $4.15M
DFAR
Dimensional ETF Tr Dimensional

ETFs
4.69K
+ 4.26%
$21.91 - $26.03 $103K - $122K
115K $2.94M
DFIC
Dimensional ETF Tr Dimensional

ETFs
759
+ 0.35%
$25.36 - $28.37 $19.2K - $21.5K
216K $6.07M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
6.19K
+ 13.54%
$49.93 - $51.15 $309K - $316K
51.9K $2.65M
VTI
Vanguard Total Stock Market Et

ETFs
532
+ 12.35%
$255.18 - $283.2 $136K - $151K
4.84K $1.37M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
308
+ 0.35%
$49.77 - $51.95 $15.3K - $16K
88K $4.56M
AVIG
American Centy ETF Tr Avantis

ETFs
1.19K
+ 2.56%
$40.41 - $42.73 $48.1K - $50.9K
47.7K $2.03M
IVV
Ishares Core S&P 500 ETF

ETFs
172
+ 46.36%
$520.18 - $576.82 $89.5K - $99.2K
543 $313K
DFAT
Dimensional ETF Tr U S Target

ETFs
1
+ 0.01%
$51.0 - $57.07 $51 - $57.1
18K $1M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
122
+ 0.56%
$46.18 - $48.92 $5.63K - $5.97K
21.9K $1.06M
IVW
Ishares S&P 500 Growth ETF

ETFs
149
New
$84.77 - $97.13 $12.6K - $14.5K
149 $14K
EFG
Msci Eafe Growth ETF

ETFs
130
New
$96.84 - $108.77 $12.6K - $14.1K
130 $13K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
220
New
$56.04 - $62.99 $12.3K - $13.9K
220 $13K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
99
New
$113.45 - $126.18 $11.2K - $12.5K
99 $12K
EFV
Msci Eafe Value ETF

ETFs
197
New
$51.72 - $57.96 $10.2K - $11.4K
197 $11K
IYW
Ishares Dj Us Tech ETF

ETFs
67
New
$133.16 - $158.73 $8.92K - $10.6K
67 $10K
QUAL
Ishares Msci Usa Quality Facto

ETFs
48
New
$162.64 - $179.3 $7.81K - $8.61K
48 $8K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
51
+ 1.62%
$41.34 - $43.55 $2.11K - $2.22K
3.2K $138K
OEF
Ishares S&P 100 ETF

ETFs
25
New
$266.03 - $266.03 $6.65K - $6.65K
25 $6K
Dimensional ETF Trust
15.8K
+ 54.81%
N/A
44.6K $0
Vanguard Malvern Fds
7.55K
+ 30.75%
N/A
32.1K $0
DFSB
Dimensional ETF Tr Dimensional
16
+ 0.41%
N/A
3.96K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
1.16K
+ 22.25%
N/A
6.37K $0
DFSU
Dimensional ETF Tr Dimen Us Su
441
+ 20.0%
N/A
2.65K $0
Activity Summary
Buys All Purchases 27 New Holdings 8 Increased Positions 19 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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