Grunden Financial Advisory, Inc. Dimensional ETF Tr U S Small C Transaction History
Grunden Financial Advisory, Inc.
- $192 Billion
- Q2 2024
A detailed history of Grunden Financial Advisory, Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Grunden Financial Advisory, Inc. holds 51,790 shares of DFAS stock, worth $3.37 Million. This represents 1.62% of its overall portfolio holdings.
Number of Shares
51,790
Previous 51,760
0.06%
Holding current value
$3.37 Million
Previous $3.23 Billion
3.57%
% of portfolio
1.62%
Previous 1.72%
Shares
3 transactions
Others Institutions Holding DFAS
# of Institutions
663Shares Held
105MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.3MShares$738 Million0.73% of portfolio
-
Northern Trust Corp Chicago, IL6.97MShares$453 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.72MShares$437 Million23.41% of portfolio
-
Bank Of America Corp Charlotte, NC4.45MShares$289 Million0.02% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$177 Million1.82% of portfolio