Grand Wealth Management, LLC Dimensional ETF Tr Core Fxd In Transaction History
Grand Wealth Management, LLC
- $197 Million
- Q4 2025
A detailed history of Grand Wealth Management, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Grand Wealth Management, LLC holds 1,259 shares of DFCF stock, worth $53,784. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,259
Previous 2,104
40.16%
Holding current value
$53,784
Previous $89,000
40.45%
% of portfolio
0.03%
Previous 0.05%
Shares
9 transactions
Others Institutions Holding DFCF
# of Institutions
454Shares Held
144MCall Options Held
0Put Options Held
0-
Truepoint, Inc.12MShares$514 Million12.3% of portfolio
-
Prudential Financial Inc Newark, NJ10.4MShares$445 Million0.56% of portfolio
-
Factory Mutual Insurance CO Waltham, MA4.54MShares$194 Million1.89% of portfolio
-
True Link Financial Advisors, LLC3.7MShares$158 Million9.72% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3.15MShares$135 Million10.54% of portfolio