account_balance
Investment manager · 13F filer · SEC CIK 1939443
Grand Wealth Management, LLC
Reported value$242Mas of Sep 30, 2026
Positions56 11 new, 4 sold out
Top 10 weight82.2%DFAC alone is 35%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFACDimensional ETF Trust
35.1%
AVDEAmerican Centy ETF Tr
11.7%Added +5%
DFAXDimensional ETF Trust
6.8%
AVEMAmerican Centy ETF Tr
6.5%Added +6%
AVUSAmerican Centy ETF Tr
6.1%Trimmed −6%
DFGPDimensional ETF Trust
3.7%−13%
VCRBVanguard Malvern FDS
3.3%+4%
ITOTiShares Tr
3.3%
DFICDimensional ETF Trust
3.0%
VCSHVanguard Scottsdale FDS
2.7%
DFARDfa Invt Dimensions Group In
2.3%+6%
IEMGiShares Inc
2.1%
DFACDimensional ETF Trust
35.1%
AVDEAmerican Centy ETF Tr
11.7%+5%
DFAXDimensional ETF Trust
6.8%
AVEMAmerican Centy ETF Tr
6.5%
AVUSAmerican Centy ETF Tr
6.1%
DFGP3.7%
VCRB3.3%
ITOT3.3%
DFIC
VCSH
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFAC Dimensional ETF Trust 35.1% Held
AVDE American Centy ETF Tr 11.7% Added +5%
DFAX Dimensional ETF Trust 6.8% Held
AVEM American Centy ETF Tr 6.5% Added +6%
AVUS American Centy ETF Tr 6.1% Trimmed −6%
DFGP Dimensional ETF Trust 3.7% Trimmed −13%
VCRB Vanguard Malvern FDS 3.3% Added +4%
ITOT iShares Tr 3.3% Held
DFIC Dimensional ETF Trust 3.0% Trimmed −6%
VCSH Vanguard Scottsdale FDS 2.7% Trimmed −10%
DFAR Dfa Invt Dimensions Group In 2.3% Added +6%
IEMG iShares Inc 2.1% Held
What changed
Biggest moves since Jun 30, 2026
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