Grunden Financial Advisory, Inc. Dimensional ETF Tr Dimensional Transaction History
Grunden Financial Advisory, Inc.
- $207 Billion
- Q4 2024
A detailed history of Grunden Financial Advisory, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Grunden Financial Advisory, Inc. holds 415,776 shares of DFSV stock, worth $11.7 Million. This represents 6.18% of its overall portfolio holdings.
Number of Shares
415,776
Previous 398,290
4.39%
Holding current value
$11.7 Million
Previous $12.3 Billion
4.32%
% of portfolio
6.18%
Previous 6.02%
Shares
5 transactions
Others Institutions Holding DFSV
# of Institutions
415Shares Held
109MCall Options Held
600Put Options Held
8.2K-
Savant Capital, LLC8.05MShares$226 Million2.02% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$214 Million3.5% of portfolio
-
Jmg Financial Group, Ltd.5.44MShares$153 Million5.92% of portfolio
-
Mather Group, Llc. Chicago, IL4.17MShares$117 Million1.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.98MShares$112 Million0.19% of portfolio