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Dimensional Etf Trust shares owned by Grand Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSI) shares owned by Grand Wealth Management from 13F filings

Historical chart of Grand Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Grand Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Grand Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $568k 18k 32.03
2023-09-30 $532k 19k 28.71
2023-06-30 $704k 23k 30.45
2023-03-31 $461k 15k 30.05
2022-12-31 $419k 15k 27.79

More positions owned by Grand Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust World Ex Us Core (DFAX)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Intl Aggr (IAGG)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Core Msci Emkt (IEMG)
American Centy Etf Tr Avantis Core Fi (AVIG)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Real Estate E (DFAR)

View all positions for Grand Wealth Management

Top funds holding Dimensional Etf Trust

Quantum Financial Advisors
Awm Capital
Francis Financial
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AE Wealth Management
Retirement Solution
Vista Wealth Management Group
Forum Financial Management
Greenspring Advisors
Planning Center
New Capital Management
CI Private Wealth
Five Oceans Advisors
Heritage Financial Services
Pathstone Holdings

View all funds holding Dimensional Etf Trust