GRAND WEALTH MANAGEMENT, LLC DFAC Holdings History
GRAND WEALTH MANAGEMENT, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, GRAND WEALTH MANAGEMENT, LLC held 2.11 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $69.66 Mil. This investment constitutes 38.28% of their stock portfolio, and GRAND WEALTH MANAGEMENT, LLC now holds 0.22% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2021Q4. And since then GRAND WEALTH MANAGEMENT, LLC has made 3 purchases of DFAC, at an average price of $28.29, for a total of 3.08 Mil shares. In addition, there have been 10 sales at an average price of $29.49 for 973,135.00 shares. Based on historical transaction data and DFAC's current price of $35.26, GRAND WEALTH MANAGEMENT, LLC's estimated gain on his DFAC holdings is $15.88 Mil, reflecting a 18.19% gain to date.
GRAND WEALTH MANAGEMENT, LLC DFAC ($35.26) Holding Chart
GRAND WEALTH MANAGEMENT, LLC DFAC ($35.26) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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