Grand Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Grand Wealth Management, LLC

  • $171 Million
  • Q4 2024

A detailed history of Grand Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Grand Wealth Management, LLC holds 248,651 shares of DFIC stock, worth $6.97 Million. This represents 3.75% of its overall portfolio holdings.

Number of Shares
248,651
Previous 215,536 15.36%
Holding current value
$6.97 Million
Previous $6.07 Million 5.97%
% of portfolio
3.75%
Previous 3.55%

Shares

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

Feb 12, 2025
BUY
$25.61 - $28.0 $848,075 - $927,220
33,115 Added 15.36%
248,651 $6.43 Million
Q3 2024

Nov 04, 2024
BUY
$25.36 - $28.37 $19,248 - $21,532
759 Added 0.35%
215,536 $6.07 Million
Q2 2024

Aug 08, 2024
SELL
$25.73 - $27.44 $1.17 Million - $1.25 Million
-45,552 Reduced 17.5%
214,777 $5.65 Million
Q1 2024

May 09, 2024
SELL
$24.62 - $26.83 $162,590 - $177,185
-6,604 Reduced 2.47%
260,329 $6.96 Million
Q4 2023

Jan 29, 2024
BUY
$22.18 - $25.58 $958,708 - $1.11 Million
43,224 Added 19.32%
266,933 $6.81 Million
Q3 2023

Nov 09, 2023
BUY
$23.25 - $25.17 $9,579 - $10,370
412 Added 0.18%
223,709 $5.22 Million
Q2 2023

Aug 14, 2023
SELL
$23.45 - $24.88 $366,171 - $388,501
-15,615 Reduced 6.54%
223,297 $5.42 Million
Q1 2023

May 10, 2023
BUY
$22.5 - $24.64 $92,317 - $101,097
4,103 Added 1.75%
238,912 $5.75 Million
Q4 2022

Feb 06, 2023
BUY
$19.06 - $23.03 $2.22 Million - $2.69 Million
116,658 Added 98.74%
234,809 $5.25 Million
Q3 2022

Nov 08, 2022
BUY
$19.05 - $23.07 $2.25 Million - $2.73 Million
118,151 New
118,151 $2.26 Million

Others Institutions Holding DFIC

# of Institutions
442
Shares Held
2.29B
Call Options Held
5.9K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIC Quotes by TradingView
  • Ticker DFIC
  • Sector ETFs
  • Industry ETFs
More about DFIC
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