Grand Wealth Management, LLC Purchases in Q1 2025

Grand Wealth Management, LLC

  • $170 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
45.8K
+ 55.33%
$90.7 - $101.57 $4.16M - $4.66M
129K $11.9M
AVDE
American Centy ETF Tr Avantis

ETFs
18.7K
+ 6.95%
$60.63 - $68.55 $1.13M - $1.28M
287K $19M
AVEM
American Centy ETF Tr Avantis

ETFs
6.3K
+ 3.95%
$57.11 - $62.4 $360K - $393K
166K $9.97M
DFIC
Dimensional ETF Tr Dimensional

ETFs
1.47K
+ 0.59%
$25.54 - $28.79 $37.5K - $42.3K
250K $6.95M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5.43K
+ 9.21%
$77.7 - $78.94 $422K - $429K
64.4K $5.09M
DFAR
Dimensional ETF Tr Dimensional

ETFs
16.5K
+ 11.57%
$22.35 - $24.52 $369K - $405K
159K $3.78M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
5.97K
+ 5.48%
$25.35 - $27.46 $151K - $164K
115K $3.04M
AVMU
American Centy ETF Travantis C

ETFs
3.34K
+ 357.28%
$45.11 - $46.66 $151K - $156K
4.27K $194K
DFAU
Dimensional ETF Tr

ETFs
2.72K
New
$37.84 - $42.29 $103K - $115K
2.72K $104K
AVSU
American Centy ETF Tr Avantis

ETFs
691
+ 73.98%
$61.4 - $69.08 $42.4K - $47.7K
1.63K $101K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
172
+ 2.72%
$48.43 - $49.9 $8.33K - $8.58K
6.49K $323K
VONG
Vanguard Russell 1000 Growth E

ETFs
121
New
$92.71 - $107.38 $11.2K - $13K
121 $11K
VONV
Vanguard Russell 1000 Value Et

ETFs
127
New
$80.21 - $86.14 $10.2K - $10.9K
127 $10K
VUG
Vanguard Growth ETF

ETFs
52
+ 19.33%
$369.1 - $427.61 $19.2K - $22.2K
321 $119K
QUAL
Ishares Msci Usa Quality Facto

ETFs
45
+ 93.75%
$168.16 - $186.21 $7.57K - $8.38K
93 $15K
DFIV
Dimensional ETF Tr

ETFs
99
+ 97.06%
$35.33 - $40.77 $3.5K - $4.04K
201 $7K
VBK
Vanguard Small Cap Growth ETF

ETFs
27
+ 29.67%
$247.97 - $296.33 $6.7K - $8K
118 $29K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
133
+ 115.65%
$25.44 - $27.95 $3.38K - $3.72K
248 $6K
Vanguard Malvern Fds
11.3K
+ 26.56%
N/A
54K $0
Dimensional ETF Trust
44.4K
+ 64.34%
N/A
113K $0
Dimensional ETF Trust
3.83K
+ 726.76%
N/A
4.36K $0
AVUV
American Centy ETF Tr Avantis

ETFs
263
+ 8.6%
$84.95 - $100.62 $22.3K - $26.5K
3.32K $289K
VBR
Vanguard Small Cap Value ETF

ETFs
31
+ 1.78%
$183.02 - $207.75 $5.67K - $6.44K
1.77K $330K
Activity Summary
Buys All Purchases 24 New Holdings 3 Increased Positions 21 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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