Grand Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History

Grand Wealth Management, LLC

$164 Million
Q2 2024

A detailed history of Grand Wealth Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Grand Wealth Management, LLC holds 3,744 shares of DFUV stock, worth $156,499. This represents 0.09% of its overall portfolio holdings.

Number of Shares

3,744

Previous 65,900 94.32%

Holding current value

$156,499

Previous $2.7 Million 94.55%

% of portfolio

0.09%

Previous 1.32%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 08, 2024	SELL	$38.53 - $40.76 $2.39 Million - $2.53 Million	-62,156 Reduced 94.32%	3,744 $147,000
Q3 2023 Nov 09, 2023	SELL	$33.83 - $36.19 $62,517 - $66,879	-1,848 Reduced 2.73%	65,900 $2.24 Million
Q2 2023 Aug 14, 2023	SELL	$32.32 - $34.5 $12,604 - $13,455	-390 Reduced 0.57%	67,748 $2.34 Million
Q1 2023 May 10, 2023	SELL	$31.9 - $35.83 $15,471 - $17,377	-485 Reduced 0.71%	68,138 $2.28 Million
Q4 2022 Feb 06, 2023	SELL	$30.23 - $35.36 $43,591 - $50,989	-1,442 Reduced 2.06%	68,623 $2.3 Million
Q2 2022 Aug 25, 2022	BUY	$30.92 - $35.31 $2.17 Million - $2.47 Million	70,065 New	70,065 $2.21 Million

Others Institutions Holding DFUV

# of Institutions

629

Shares Held

253M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

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Grand Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History