Grunden Financial Advisory, Inc. Dimensional ETF Tr Dimensional Transaction History
Grunden Financial Advisory, Inc.
- $206 Billion
- Q1 2025
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 97,497 shares of DFIC stock, worth $2.97 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
97,497
Previous 93,275
4.53%
Holding current value
$2.97 Million
Previous $2.41 Billion
12.31%
% of portfolio
1.32%
Previous 1.16%
Shares
6 transactions
Others Institutions Holding DFIC
# of Institutions
471Shares Held
279MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$940 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$838 Million0.26% of portfolio
-
Forum Financial Management, LP Lombard, IL16.2MShares$494 Million8.53% of portfolio
-
Evensky & Katz LLC6.32MShares$192 Million11.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$157 Million0.2% of portfolio