Grunden Financial Advisory, Inc. Dimensional ETF Tr Short Durat Transaction History
Grunden Financial Advisory, Inc.
- $204 Billion
- Q3 2024
A detailed history of Grunden Financial Advisory, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Grunden Financial Advisory, Inc. holds 457,368 shares of DFSD stock, worth $21.5 Million. This represents 10.72% of its overall portfolio holdings.
Number of Shares
457,368
Previous 449,385
1.78%
Holding current value
$21.5 Million
Previous $21.1 Billion
3.38%
% of portfolio
10.72%
Previous 11.03%
Shares
4 transactions
Others Institutions Holding DFSD
# of Institutions
260Shares Held
49MCall Options Held
0Put Options Held
0-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$112 Million11.04% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.9 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$95.3 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.8 Million16.23% of portfolio