Grunden Financial Advisory, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Grunden Financial Advisory, Inc.
- $192 Billion
- Q2 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 10,678 shares of DFNM stock, worth $517,028. This represents 0.27% of its overall portfolio holdings.
Number of Shares
10,678
Previous 10,608
0.66%
Holding current value
$517,028
Previous $510 Million
0.0%
% of portfolio
0.27%
Previous 0.27%
Shares
3 transactions
Others Institutions Holding DFNM
# of Institutions
179Shares Held
20.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$125 Million3.59% of portfolio
-
Foster Group, Inc.1.22MShares$59 Million2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.9 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.6 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL885KShares$42.8 Million1.92% of portfolio