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 415,776 shares of DFSV stock, worth $10.6 Million. This represents 6.18% of its overall portfolio holdings.

Number of Shares

415,776

Previous 398,290 4.39%

Holding current value

$10.6 Million

Previous $12.3 Billion 4.32%

% of portfolio

6.18%

Previous 6.02%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$30.18 - $33.87 $527,727 - $592,250	17,486 Added 4.39%	415,776 $12.8 Billion
Q3 2024 Oct 08, 2024	BUY	$28.25 - $31.7 $107,406 - $120,523	3,802 Added 0.96%	398,290 $12.3 Billion
Q2 2024 Aug 09, 2024	BUY	$27.81 - $30.13 $343,898 - $372,587	12,366 Added 3.24%	394,488 $11.4 Billion
Q1 2024 Apr 29, 2024	BUY	$27.45 - $30.1 $191,820 - $210,338	6,988 Added 1.86%	382,122 $11.5 Billion
Q4 2023 Jan 31, 2024	BUY	$23.61 - $29.53 $8.86 Million - $11.1 Million	375,134 New	375,134 $10.9 Billion

Others Institutions Holding DFSV

# of Institutions

419

Shares Held

110M

Call Options Held

600

Put Options Held

8.2K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Grunden Financial Advisory, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Grunden Financial Advisory, Inc. with notifications on news.

Account

Grunden Financial Advisory, Inc. Dimensional ETF Tr Dimensional Transaction History