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 457,368 shares of DFSD stock, worth $21.6 Million. This represents 10.72% of its overall portfolio holdings.

Number of Shares
457,368
Previous 449,385 1.78%
Holding current value
$21.6 Million
Previous $21.1 Billion 3.38%
% of portfolio
10.72%
Previous 11.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

BUY
$47.0 - $47.84 $375,201 - $381,906
7,983 Added 1.78%
457,368 $21.8 Billion
Q2 2024

Aug 09, 2024

BUY
$46.64 - $47.15 $439,068 - $443,870
9,414 Added 2.14%
449,385 $21.1 Billion
Q1 2024

Apr 29, 2024

BUY
$46.78 - $47.19 $409,371 - $412,959
8,751 Added 2.03%
439,971 $20.7 Billion
Q4 2023

Jan 31, 2024

BUY
$46.16 - $47.09 $19.9 Million - $20.3 Million
431,220 New
431,220 $20.3 Billion

Others Institutions Holding DFSD

About DIMENSIONAL ETF TR SHORT DURAT


  • Ticker DFSD
  • Sector ETFs
  • Industry ETFs
More about DFSD
Track This Portfolio

Track Grunden Financial Advisory, Inc. Portfolio

Follow Grunden Financial Advisory, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Grunden Financial Advisory, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Grunden Financial Advisory, Inc. with notifications on news.