Grunden Financial Advisory, Inc. Dimensional ETF Tr Short Durat Transaction History
Grunden Financial Advisory, Inc.
- $207 Billion
- Q4 2024
A detailed history of Grunden Financial Advisory, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Grunden Financial Advisory, Inc. holds 485,441 shares of DFSD stock, worth $22.9 Million. This represents 10.99% of its overall portfolio holdings.
Number of Shares
485,441
Previous 457,368
6.14%
Holding current value
$22.9 Million
Previous $21.8 Billion
4.23%
% of portfolio
10.99%
Previous 10.72%
Shares
5 transactions
Others Institutions Holding DFSD
# of Institutions
275Shares Held
51.2MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.49MShares$117 Million11.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
-
Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.9 Million1.09% of portfolio
-
Planning Center, Inc.2.05MShares$96.5 Million16.79% of portfolio