Grand Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History
Grand Wealth Management, LLC
- $191 Million
- Q3 2025
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 3,581 shares of DFUV stock, worth $161,288. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,581
Previous 3,581
-0.0%
Holding current value
$161,288
Previous $151,000
5.96%
% of portfolio
0.08%
Previous 0.08%
Shares
8 transactions
Others Institutions Holding DFUV
# of Institutions
767Shares Held
246MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.72 Billion2.9% of portfolio
-
Savant Capital, LLC16.4MShares$737 Million4.1% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$650 Million6.31% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$344 Million14.27% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.59MShares$297 Million0.47% of portfolio