Grunden Financial Advisory, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Grunden Financial Advisory, Inc.
- $204 Billion
- Q3 2024
A detailed history of Grunden Financial Advisory, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Grunden Financial Advisory, Inc. holds 10,750 shares of DFNM stock, worth $516,322. This represents 0.26% of its overall portfolio holdings.
Number of Shares
10,750
Previous 10,678
0.67%
Holding current value
$516,322
Previous $510 Million
2.29%
% of portfolio
0.26%
Previous 0.27%
Shares
4 transactions
Others Institutions Holding DFNM
# of Institutions
185Shares Held
21.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$124 Million3.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.5 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$57.3 Million2.25% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.3 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL885KShares$42.5 Million1.92% of portfolio