Grunden Financial Advisory, Inc. Dimensional ETF Tr Short Durat Transaction History
Grunden Financial Advisory, Inc.
- $207 Billion
- Q4 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 485,441 shares of DFSD stock, worth $23 Million. This represents 10.99% of its overall portfolio holdings.
Number of Shares
485,441
Previous 457,368
6.14%
Holding current value
$23 Million
Previous $21.8 Billion
4.23%
% of portfolio
10.99%
Previous 10.72%
Shares
5 transactions
Others Institutions Holding DFSD
# of Institutions
329Shares Held
65.9MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$198 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$141 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$129 Million1.54% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio
-
Savant Capital, LLC2.31MShares$110 Million0.88% of portfolio