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 559 shares of DFEV stock, worth $18,815. This represents 0.01% of its overall portfolio holdings.
Number of Shares
559
Previous 552
1.27%
Holding current value
$18,815
Previous $16,000
6.25%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding DFEV
# of Institutions
239Shares Held
26.8MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.6MShares$87.4 Million5.7% of portfolio
-
Ritholtz Wealth Management1.3MShares$43.9 Million0.82% of portfolio
-
Jones Financial Companies Lllp1.28MShares$43.2 Million0.03% of portfolio
-
High Tower Advisors, LLC Chicago, IL939KShares$31.6 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL903KShares$30.4 Million0.01% of portfolio