GRAND WEALTH MANAGEMENT, LLC DFIC Holdings History
GRAND WEALTH MANAGEMENT, LLC's Dimensional International Core Equity 2 ETF Holding Summary
As of 2025-03-31, GRAND WEALTH MANAGEMENT, LLC held 250,119.00 shares of Dimensional International Core Equity 2 ETF(DFIC), totaling $6.95 Mil. This investment constitutes 3.82% of their stock portfolio, and GRAND WEALTH MANAGEMENT, LLC now holds 0.08% of the outstanding Dimensional International Core Equity 2 ETF(DFIC) stock.
The initial trade took place in 2022Q3. And since then GRAND WEALTH MANAGEMENT, LLC has made 8 purchases of DFIC, at an average price of $22.37, for a total of 317,890.00 shares. In addition, there have been 3 sales at an average price of $25.96 for 67,771.00 shares. Based on historical transaction data and DFIC's current price of $30.38, GRAND WEALTH MANAGEMENT, LLC's estimated gain on his DFIC holdings is $2.25 Mil, reflecting a 31.58% gain to date.
GRAND WEALTH MANAGEMENT, LLC DFIC ($30.38) Holding Chart
GRAND WEALTH MANAGEMENT, LLC DFIC ($30.38) 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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