Grunden Financial Advisory, Inc. Dimensional ETF Tr Transaction History
Grunden Financial Advisory, Inc.
- $207 Billion
- Q4 2024
A detailed history of Grunden Financial Advisory, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Grunden Financial Advisory, Inc. holds 554,755 shares of DFAX stock, worth $14.6 Million. This represents 6.66% of its overall portfolio holdings.
Number of Shares
554,755
Previous 555,487
0.13%
Holding current value
$14.6 Million
Previous $15 Billion
8.08%
% of portfolio
6.66%
Previous 7.37%
Shares
5 transactions
Others Institutions Holding DFAX
# of Institutions
564Shares Held
243MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$296 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$220 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$199 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$199 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$159 Million0.22% of portfolio