Grunden Financial Advisory, Inc. Dimensional ETF Tr Dimensional Transaction History
Grunden Financial Advisory, Inc.
- $192 Billion
- Q2 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 62,002 shares of DFIC stock, worth $1.73 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
62,002
Previous 51,596
20.17%
Holding current value
$1.73 Million
Previous $1.38 Billion
18.1%
% of portfolio
0.85%
Previous 0.73%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
343Shares Held
221MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$665 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$652 Million1.55% of portfolio
-
Forum Financial Management, LP Lombard, IL15.3MShares$426 Million8.27% of portfolio
-
Evensky & Katz LLC5.74MShares$161 Million10.51% of portfolio
-
Rw Investment Management LLC Eagle, ID4.71MShares$132 Million16.75% of portfolio