Grunden Financial Advisory, Inc. DIMENSIONAL ETF TRUST Transaction History

Grunden Financial Advisory, Inc.

  • $226 Billion
  • Q2 2025
Number of Shares
10,431
Previous 9,412 10.83%
Holding current value
$280 Million
Previous $247 Million 13.23%
% of portfolio
0.12%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
BUY
N/A
1,019 Added 10.83%
10,431 $280 Million
Q1 2025

Apr 24, 2025
SELL
N/A
-1,721 Reduced 15.46%
9,412 $247 Million
Q4 2024

Jan 24, 2025
BUY
N/A
4,112 Added 58.57%
11,133 $284 Million
Q3 2024

Oct 08, 2024
BUY
N/A
7,021 New
7,021 $203 Million
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