Hi Jeffrey,
This is not a Mendix issue per se, just a general issue when working with applications where multiple users have editing access on the same data.
There are several things that you can do to improve the user experience but to the best of my knowledge there is no easy and complete solution.
1. Refresh your data grid periodically e.g. every minute. This way data will be updated. check the timer widget for this - https://appstore.home.mendix.com/link/app/27/Mendix/Microflow-Timer
2. Set up the application so that only a limited number of users (best case only 1) have editing over the same data. e.g. for each Fund associate a user that is responsible for editing it.
3. When updating the Fund check if the state has changed by retrieving the same Fund from DB. If the state has changed then inform the user about this and refresh the object so that they see the latest change.
Hope this helps,
-Andrej