Grunden Financial Advisory, Inc. Dimensional ETF Tr Dimensional Transaction History
Grunden Financial Advisory, Inc.
- $204 Billion
- Q3 2024
A detailed history of Grunden Financial Advisory, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Grunden Financial Advisory, Inc. holds 63,863 shares of DFIC stock, worth $1.73 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
63,863
Previous 62,002
3.0%
Holding current value
$1.73 Million
Previous $1.63 Billion
10.25%
% of portfolio
0.88%
Previous 0.85%
Shares
4 transactions
Others Institutions Holding DFIC
# of Institutions
352Shares Held
227MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc27MShares$732 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$632 Million1.55% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$427 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$160 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.71MShares$128 Million16.75% of portfolio