Grand Wealth Management, LLC Dimensional ETF Tr Transaction History
Grand Wealth Management, LLC
- $191 Million
- Q3 2025
A detailed history of Grand Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Grand Wealth Management, LLC holds 1,590 shares of DFAE stock, worth $51,675. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,590
Previous 1,590
-0.0%
Holding current value
$51,675
Previous $46,000
8.7%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding DFAE
# of Institutions
635Shares Held
186MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$412 Million1.35% of portfolio
-
Mather Group, Llc. Chicago, IL12.2MShares$395 Million3.91% of portfolio
-
Ubs Group Ag6.45MShares$210 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC5.76MShares$187 Million0.01% of portfolio
-
Coldstream Capital Management Inc4.49MShares$146 Million1.97% of portfolio