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 $512,667. This represents 0.26% of its overall portfolio holdings.
Number of Shares
10,750
Previous 10,678
0.67%
Holding current value
$512,667
Previous $510 Million
2.29%
% of portfolio
0.26%
Previous 0.27%
Shares
4 transactions
Others Institutions Holding DFNM
# of Institutions
202Shares Held
22.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$125 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$56.9 Million2.25% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$45.7 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43 Million4.9% of portfolio