Grunden Financial Advisory, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Grunden Financial Advisory, Inc.
- $204 Billion
- Q3 2024
A detailed history of Grunden Financial Advisory, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Grunden Financial Advisory, Inc. holds 1,430,823 shares of DFAC stock, worth $51.5 Million. This represents 24.09% of its overall portfolio holdings.
Number of Shares
1,430,823
Previous 1,421,485
0.66%
Holding current value
$51.5 Million
Previous $45.8 Billion
7.06%
% of portfolio
24.09%
Previous 23.93%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
903Shares Held
728MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.04 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.72 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.35 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$639 Million0.28% of portfolio