Grand Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Grand Wealth Management, LLC
- $197 Million
- Q4 2025
A detailed history of Grand Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Grand Wealth Management, LLC holds 189,181 shares of DFAR stock, worth $4.43 Million. This represents 2.25% of its overall portfolio holdings.
Number of Shares
189,181
Previous 167,028
13.26%
Holding current value
$4.43 Million
Previous $3.98 Million
11.27%
% of portfolio
2.25%
Previous 2.09%
Shares
16 transactions
Others Institutions Holding DFAR
# of Institutions
286Shares Held
46.1MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$73.4 Million5.07% of portfolio
-
Prudential Financial Inc Newark, NJ2.49MShares$58.3 Million0.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.38MShares$55.7 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.38MShares$55.7 Million10.41% of portfolio
-
Root Financial Partners, LLC Solana Beach, CA1.58MShares$37.1 Million2.33% of portfolio