GRAND WEALTH MANAGEMENT, LLC DFAX Holdings History
GRAND WEALTH MANAGEMENT, LLC's Dimensional World ex U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, GRAND WEALTH MANAGEMENT, LLC held 534,684.00 shares of Dimensional World ex U.S. Core Equity 2 ETF(DFAX), totaling $14.01 Mil. This investment constitutes 7.7% of their stock portfolio, and GRAND WEALTH MANAGEMENT, LLC now holds 0.18% of the outstanding Dimensional World ex U.S. Core Equity 2 ETF(DFAX) stock.
The initial trade took place in 2021Q4. And since then GRAND WEALTH MANAGEMENT, LLC has made 2 purchases of DFAX, at an average price of $25.72, for a total of 885,000.00 shares. In addition, there have been 11 sales at an average price of $22.99 for 350,316.00 shares. Based on historical transaction data and DFAX's current price of $29.25, GRAND WEALTH MANAGEMENT, LLC's estimated gain on his DFAX holdings is $932,732.81, reflecting a 4.10% gain to date.
GRAND WEALTH MANAGEMENT, LLC DFAX ($29.25) Holding Chart
GRAND WEALTH MANAGEMENT, LLC DFAX ($29.25) 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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