Grunden Financial Advisory, Inc. Dimensional ETF Tr Transaction History
Grunden Financial Advisory, Inc.
- $204 Billion
- Q3 2024
A detailed history of Grunden Financial Advisory, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Grunden Financial Advisory, Inc. holds 555,487 shares of DFAX stock, worth $14.6 Million. This represents 7.37% of its overall portfolio holdings.
Number of Shares
555,487
Previous 544,480
2.02%
Holding current value
$14.6 Million
Previous $13.8 Billion
8.4%
% of portfolio
7.37%
Previous 7.23%
Shares
4 transactions
Others Institutions Holding DFAX
# of Institutions
506Shares Held
225MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$294 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$238 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.38MShares$193 Million0.1% of portfolio
-
Geometric Wealth Advisors7.2MShares$189 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$149 Million0.23% of portfolio