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%
Shares
6 transactions
Others Institutions Holding DFUV
# of Institutions
629Shares Held
253MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO29MShares$1.21 Billion2.88% of portfolio
-
Envestnet Asset Management Inc27.1MShares$1.13 Billion0.38% of portfolio
-
Savant Capital, LLC18.4MShares$767 Million7.09% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$603 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$458 Million0.76% of portfolio