Grand Wealth Management, LLC Dimensional ETF Tr Emerging Mk Transaction History
Grand Wealth Management, LLC
- $191 Million
- Q3 2025
A detailed history of Grand Wealth Management, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Grand Wealth Management, LLC holds 119,342 shares of DFEM stock, worth $3.95 Million. This represents 2.0% of its overall portfolio holdings.
Number of Shares
119,342
Previous 121,063
1.42%
Holding current value
$3.95 Million
Previous $3.59 Million
6.51%
% of portfolio
2.0%
Previous 2.0%
Shares
13 transactions
Others Institutions Holding DFEM
# of Institutions
499Shares Held
174MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL17.2MShares$570 Million8.59% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.02MShares$199 Million2.34% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.75MShares$190 Million0.29% of portfolio
-
Sequoia Financial Advisors, LLC4.89MShares$162 Million1.07% of portfolio
-
Truepoint, Inc.4.44MShares$147 Million3.41% of portfolio