Grunden Financial Advisory, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Grunden Financial Advisory, Inc.
- $207 Billion
- Q4 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 400,445 shares of DFUV stock, worth $17.1 Million. This represents 7.91% of its overall portfolio holdings.
Number of Shares
400,445
Previous 403,664
0.8%
Holding current value
$17.1 Million
Previous $16.8 Billion
2.63%
% of portfolio
7.91%
Previous 8.26%
Shares
5 transactions
Others Institutions Holding DFUV
# of Institutions
679Shares Held
275MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.5 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.4 Billion0.46% of portfolio
-
Savant Capital, LLC18MShares$765 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$615 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$458 Million0.67% of portfolio