Grand Wealth Management, LLC Dimensional ETF Tr Transaction History

Grand Wealth Management, LLC

  • $171 Million
  • Q4 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 535,336 shares of DFAX stock, worth $14.4 Million. This represents 7.76% of its overall portfolio holdings.

Number of Shares
535,336
Previous 573,240 6.61%
Holding current value
$14.4 Million
Previous $15.5 Million 14.05%
% of portfolio
7.76%
Previous 9.06%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
SELL
$24.76 - $27.04 $938,503 - $1.02 Million
-37,904 Reduced 6.61%
535,336 $13.3 Million
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
573
Shares Held
242M
Call Options Held
2K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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