GRAND WEALTH MANAGEMENT, LLC's ownership history for DFSI


GRAND WEALTH MANAGEMENT, LLC currently holds 19.1K shares with a market value of $811.1K. It started holding DFSI on 2024-09-30. At its peak, it held 19.1K shares on 2026-03-31. Its highest holding value was $811.1K on 2026-03-31. At its lowest, it held 14.9K shares on 2025-06-30, with a value of $507.6K on 2024-12-31. In the recent 180 days, GRAND WEALTH MANAGEMENT, LLC has increased its shares by 1.5K. In the recent year, GRAND WEALTH MANAGEMENT, LLC has increased its shares by 4.1K.


GRAND WEALTH MANAGEMENT, LLC's ownership history for DFSI