Grunden Financial Advisory, Inc. Dimensional ETF Tr Dimensional Transaction History
Grunden Financial Advisory, Inc.
- $207 Billion
- Q4 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 93,275 shares of DFIC stock, worth $2.5 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
93,275
Previous 63,863
46.05%
Holding current value
$2.5 Million
Previous $1.8 Billion
34.14%
% of portfolio
1.16%
Previous 0.88%
Shares
5 transactions
Others Institutions Holding DFIC
# of Institutions
383Shares Held
2.26BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$54.1 Billion3.13% of portfolio
-
Envestnet Asset Management Inc27MShares$722 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$688 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$422 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$158 Million10.81% of portfolio