GRAND WEALTH MANAGEMENT, LLC DFGP Holdings History
GRAND WEALTH MANAGEMENT, LLC's Dimensional Global Core Plus Fixed Income ETF Holding Summary
As of 2025-03-31, GRAND WEALTH MANAGEMENT, LLC held 113,314.00 shares of Dimensional Global Core Plus Fixed Income ETF(DFGP), totaling $6.05 Mil. This investment constitutes 3.33% of their stock portfolio, and GRAND WEALTH MANAGEMENT, LLC now holds 0.42% of the outstanding Dimensional Global Core Plus Fixed Income ETF(DFGP) stock.
The initial trade took place in 2024Q1. And since then GRAND WEALTH MANAGEMENT, LLC has made 4 purchases of DFGP, at an average price of $53.44, for a total of 115,242.00 shares. In addition, there have been 1 sales at an average price of $52.79 for 1,928.00 shares. Based on historical transaction data and DFGP's current price of $54.35, GRAND WEALTH MANAGEMENT, LLC's estimated gain on his DFGP holdings is $101,369.53, reflecting a 1.65% gain to date.
GRAND WEALTH MANAGEMENT, LLC DFGP ($54.35) Holding Chart
GRAND WEALTH MANAGEMENT, LLC DFGP ($54.35) 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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