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 75,729 shares of DISV stock, worth $2.16 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares

75,729

Previous 69,193 9.45%

Holding current value

$2.16 Million

Previous $2.01 Billion 0.07%

% of portfolio

0.97%

Previous 0.99%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$26.18 - $28.77 $171,112 - $188,040	6,536 Added 9.45%	75,729 $2.01 Billion
Q3 2024 Oct 08, 2024	BUY	$26.06 - $29.18 $12,925 - $14,473	496 Added 0.72%	69,193 $2.01 Billion
Q2 2024 Aug 09, 2024	BUY	$26.23 - $28.56 $91,123 - $99,217	3,474 Added 5.33%	68,697 $1.85 Billion
Q1 2024 Apr 29, 2024	BUY	$24.73 - $27.24 $20,501 - $22,581	829 Added 1.29%	65,223 $1.77 Billion
Q4 2023 Jan 31, 2024	BUY	$22.43 - $25.87 $1.44 Million - $1.67 Million	64,394 New	64,394 $1.66 Billion

Others Institutions Holding DISV

# of Institutions

322

Shares Held

65.9M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

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