Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
GRAND WEALTH MANAGEMENT, LLC (CIK 1939443) reported $212.5M across 87 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($71.9M, 33.82%), AVDE ($22.8M, 10.73%), DFAX ($15.5M, 7.29%), AVUS ($14.4M, 6.78%), AVEM ($12.4M, 5.86%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $71.9M | 33.82% | 1.8M | Trimmed |
| 2 | AVDE | AMERICAN CENTY ETF TR | $22.8M | 10.73% | 268,799 | Trimmed |
| 3 | DFAX | DIMENSIONAL ETF TRUST | $15.5M | 7.29% | 456,204 | Trimmed |
| 4 | AVUS | AMERICAN CENTY ETF TR | $14.4M | 6.78% | 129,640 | Added |
| 5 | AVEM | AMERICAN CENTY ETF TR | $12.4M | 5.86% | 154,452 | Trimmed |
| 6 | DFGP | DIMENSIONAL ETF TRUST | $9.8M | 4.60% | 180,846 | Added |
| 7 | DFIC | DIMENSIONAL ETF TRUST | $7.7M | 3.62% | 216,596 | Trimmed |
| 8 | VCRB | VANGUARD MALVERN FDS | $7.1M | 3.33% | 91,457 | Added |
| 9 | ITOT | ISHARES TR | $6.9M | 3.27% | 48,756 | Hold |
| 10 | VCSH | VANGUARD SCOTTSDALE FDS | $6.5M | 3.05% | 81,646 | Added |
| 11 | DFAR | DIMENSIONAL ETF TRUST | $4.8M | 2.27% | 204,225 | Added |
| 12 | IEMG | ISHARES INC | $4.5M | 2.14% | 65,048 | Trimmed |
| 13 | VTEB | VANGUARD MUN BD FDS | $4.2M | 1.96% | 83,493 | Trimmed |
| 14 | DFEM | DIMENSIONAL ETF TRUST | $3.8M | 1.78% | 109,397 | Trimmed |
| 15 | DCOR | DIMENSIONAL ETF TRUST | $1.8M | 0.83% | 24,326 | Trimmed |
| 16 | MUB | ISHARES TR | $1.7M | 0.80% | 16,102 | Trimmed |
| 17 | VTI | VANGUARD INDEX FDS | $1.6M | 0.76% | 5,009 | Added |
| 18 | EAGG | ISHARES TR | $1.2M | 0.54% | 24,271 | Trimmed |
| 19 | AVIG | AMERICAN CENTY ETF TR | $1.1M | 0.51% | 25,857 | Trimmed |
| 20 | DFAT | DIMENSIONAL ETF TRUST | $1.1M | 0.51% | 17,471 | Trimmed |
| 21 | IGSB | ISHARES TR | $890,577 | 0.42% | 16,944 | Hold |
| 22 | DFSI | DIMENSIONAL ETF TRUST | $811,135 | 0.38% | 19,131 | Added |
| 23 | MSFT | MICROSOFT CORP | $699,436 | 0.33% | 1,890 | Added |
| 24 | IAGG | ISHARES TR | $625,500 | 0.29% | 12,500 | Trimmed |
| 25 | IEFA | ISHARES TR | $466,746 | 0.22% | 5,156 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31