Grunden Financial Advisory, Inc. Dimensional ETF Tr Short Durat Transaction History
Grunden Financial Advisory, Inc.
- $192 Billion
- Q2 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 449,385 shares of DFSD stock, worth $21.4 Million. This represents 11.03% of its overall portfolio holdings.
Number of Shares
449,385
Previous 439,971
2.14%
Holding current value
$21.4 Million
Previous $20.7 Billion
2.05%
% of portfolio
11.03%
Previous 11.01%
Shares
3 transactions
Others Institutions Holding DFSD
# of Institutions
251Shares Held
42.7MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$113 Million11.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.18MShares$104 Million1.31% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$99.1 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$95.4 Million16.24% of portfolio
-
Planning Center, Inc.1.97MShares$94.1 Million16.69% of portfolio