Grand Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Grand Wealth Management, LLC

  • $170 Million
  • Q1 2025
Number of Shares
113,314
Previous 68,949 64.34%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
BUY
N/A
44,365 Added 64.34%
113,314 $0
Q4 2024

Feb 12, 2025
BUY
N/A
24,380 Added 54.7%
68,949 $0
Q3 2024

Nov 04, 2024
BUY
N/A
15,780 Added 54.81%
44,569 $0
Q2 2024

Aug 08, 2024
SELL
N/A
-1,928 Reduced 6.28%
28,789 $0
Q1 2024

May 09, 2024
BUY
N/A
30,717 New
30,717 $0
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