Grunden Financial Advisory, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Grunden Financial Advisory, Inc.
- $192 Billion
- Q2 2024
A detailed history of Grunden Financial Advisory, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Grunden Financial Advisory, Inc. holds 398,090 shares of DFUV stock, worth $16.5 Million. This represents 8.16% of its overall portfolio holdings.
Number of Shares
398,090
Previous 397,412
0.17%
Holding current value
$16.5 Million
Previous $16.3 Billion
3.82%
% of portfolio
8.16%
Previous 8.64%
Shares
3 transactions
Others Institutions Holding DFUV
# of Institutions
617Shares Held
255MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO29MShares$1.2 Billion2.88% of portfolio
-
Envestnet Asset Management Inc27.1MShares$1.12 Billion0.38% of portfolio
-
Savant Capital, LLC18.4MShares$759 Million7.09% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$597 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$453 Million0.76% of portfolio