GRAND WEALTH MANAGEMENT, LLC DFAR Holdings History
GRAND WEALTH MANAGEMENT, LLC's Dimensional US Real Estate ETF Holding Summary
As of 2025-03-31, GRAND WEALTH MANAGEMENT, LLC held 159,158.00 shares of Dimensional US Real Estate ETF(DFAR), totaling $3.78 Mil. This investment constitutes 2.08% of their stock portfolio, and GRAND WEALTH MANAGEMENT, LLC now holds 0.28% of the outstanding Dimensional US Real Estate ETF(DFAR) stock.
The initial trade took place in 2022Q1. And since then GRAND WEALTH MANAGEMENT, LLC has made 11 purchases of DFAR, at an average price of $22.72, for a total of 187,242.00 shares. In addition, there have been 2 sales at an average price of $21.41 for 28,084.00 shares. Based on historical transaction data and DFAR's current price of $23.40, GRAND WEALTH MANAGEMENT, LLC's estimated gain on his DFAR holdings is $72,003.18, reflecting a 1.69% gain to date.
GRAND WEALTH MANAGEMENT, LLC DFAR ($23.40) Holding Chart
GRAND WEALTH MANAGEMENT, LLC DFAR ($23.40) 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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