Grunden Financial Advisory, Inc. Dimensional ETF Tr Dimensional Transaction History
Grunden Financial Advisory, Inc.
- $226 Billion
- Q2 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 94,831 shares of DFIC stock, worth $3.11 Million. This represents 1.3% of its overall portfolio holdings.
Number of Shares
94,831
Previous 97,497
2.73%
Holding current value
$3.11 Million
Previous $2.71 Billion
8.89%
% of portfolio
1.3%
Previous 1.32%
Shares
7 transactions
Others Institutions Holding DFIC
# of Institutions
518Shares Held
301MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.04 Billion2.04% of portfolio
-
Envestnet Asset Management Inc28.8MShares$945 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$525 Million8.62% of portfolio
-
Evensky & Katz LLC6.15MShares$202 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$167 Million0.21% of portfolio