Grand Wealth Management, LLC Dimensional ETF Tr Transaction History

Grand Wealth Management, LLC

  • $171 Million
  • Q3 2024

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 573,240 shares of DFAX stock, worth $14.1 Million. This represents 9.06% of its overall portfolio holdings.

Number of Shares
573,240
Previous 574,263 0.18%
Holding current value
$14.1 Million
Previous $14.6 Million 6.07%
% of portfolio
9.06%
Previous 8.9%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
SELL
$24.29 - $27.25 $24,848 - $27,876
-1,023 Reduced 0.18%
573,240 $15.5 Million
Q2 2024

Aug 08, 2024
SELL
$24.57 - $26.36 $1.46 Million - $1.57 Million
-59,538 Reduced 9.39%
574,263 $14.6 Million
Q1 2024

May 09, 2024
BUY
$23.42 - $25.45 $1.05 Million - $1.15 Million
45,020 Added 7.65%
633,801 $16.1 Million
Q4 2023

Jan 29, 2024
SELL
$21.44 - $24.42 $28,064 - $31,965
-1,309 Reduced 0.22%
588,781 $14.4 Million
Q3 2023

Nov 09, 2023
SELL
$22.41 - $24.35 $150,998 - $164,070
-6,738 Reduced 1.13%
590,090 $13.3 Million
Q2 2023

Aug 14, 2023
SELL
$22.56 - $24.03 $925,884 - $986,215
-41,041 Reduced 6.43%
596,828 $13.9 Million
Q1 2023

May 10, 2023
SELL
$21.74 - $23.72 $725,115 - $791,156
-33,354 Reduced 4.97%
637,869 $14.7 Million
Q4 2022

Feb 06, 2023
SELL
$18.81 - $22.36 $1.26 Million - $1.5 Million
-67,049 Reduced 9.08%
671,223 $14.5 Million
Q3 2022

Nov 08, 2022
SELL
$18.89 - $22.64 $1.35 Million - $1.62 Million
-71,583 Reduced 8.84%
738,272 $13.9 Million
Q2 2022

Aug 25, 2022
SELL
$21.22 - $25.37 $639,252 - $764,271
-30,125 Reduced 3.59%
809,855 $17.4 Million
Q1 2022

Aug 25, 2022
BUY
$23.26 - $26.72 $3.75 Million - $4.3 Million
161,056 Added 23.72%
839,980 $21 Million
Q4 2021

Aug 25, 2022
BUY
$25.17 - $26.82 $17.1 Million - $18.2 Million
678,924 New
678,924 $17.7 Million

Others Institutions Holding DFAX

# of Institutions
513
Shares Held
222M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
Track This Portfolio

Track Grand Wealth Management, LLC Portfolio

Follow Grand Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Grand Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Grand Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email