Grand Wealth Management, LLC Dimensional ETF Tr Core Fxd In Transaction History
Grand Wealth Management, LLC
- $191 Million
- Q3 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 2,104 shares of DFCF stock, worth $89,882. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,104
Previous 3,149
33.19%
Holding current value
$89,882
Previous $133,000
33.08%
% of portfolio
0.05%
Previous 0.07%
Shares
8 transactions
Others Institutions Holding DFCF
# of Institutions
441Shares Held
138MCall 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 Million1.92% of portfolio
-
True Link Financial Advisors, LLC3.41MShares$146 Million9.43% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3.15MShares$135 Million10.54% of portfolio