Grunden Financial Advisory, Inc. Dimensional ETF Tr Short Durat Transaction History
Grunden Financial Advisory, Inc.
- $206 Billion
- Q1 2025
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 498,728 shares of DFSD stock, worth $23.8 Million. This represents 11.51% of its overall portfolio holdings.
Number of Shares
498,728
Previous 485,441
2.74%
Holding current value
$23.8 Million
Previous $22.8 Billion
4.14%
% of portfolio
11.51%
Previous 10.99%
Shares
6 transactions
Others Institutions Holding DFSD
# of Institutions
339Shares Held
68.1MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$199 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$142 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.92MShares$139 Million1.73% of portfolio
-
Apella Capital, LLC2.69MShares$129 Million4.45% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$124 Million11.2% of portfolio