Grunden Financial Advisory, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Grunden Financial Advisory, Inc.
- $206 Billion
- Q1 2025
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 1,406,225 shares of DFAC stock, worth $45.5 Million. This represents 22.53% of its overall portfolio holdings.
Number of Shares
1,406,225
Previous 1,452,400
3.18%
Holding current value
$45.5 Million
Previous $50.2 Billion
7.66%
% of portfolio
22.53%
Previous 24.26%
Shares
6 transactions
Others Institutions Holding DFAC
# of Institutions
1,070Shares Held
804MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc52.2MShares$1.69 Billion0.58% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.5 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.22 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.21 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$588 Million0.26% of portfolio