Grunden Financial Advisory, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Grunden Financial Advisory, Inc.
- $192 Billion
- Q2 2024
A detailed history of Grunden Financial Advisory, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Grunden Financial Advisory, Inc. holds 1,421,485 shares of DFAC stock, worth $48.5 Million. This represents 23.93% of its overall portfolio holdings.
Number of Shares
1,421,485
Previous 1,404,939
1.18%
Holding current value
$48.5 Million
Previous $44.9 Billion
2.1%
% of portfolio
23.93%
Previous 23.87%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
710MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.82 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.63 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.27 Billion24.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.27 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$602 Million0.29% of portfolio