Grunden Financial Advisory, Inc. Dimensional ETF Tr Dimensional Transaction History

Grunden Financial Advisory, Inc.

$206 Billion
Q1 2025

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 406,987 shares of DFSV stock, worth $10.9 Million. This represents 5.57% of its overall portfolio holdings.

Number of Shares

406,987

Previous 415,776 2.11%

Holding current value

$10.9 Million

Previous $12.8 Billion 10.48%

% of portfolio

5.57%

Previous 6.18%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$27.56 - $32.1 $242,224 - $282,126	-8,789 Reduced 2.11%	406,987 $11.5 Billion
Q4 2024 Jan 24, 2025	BUY	$30.18 - $33.87 $527,727 - $592,250	17,486 Added 4.39%	415,776 $12.8 Billion
Q3 2024 Oct 08, 2024	BUY	$28.25 - $31.7 $107,406 - $120,523	3,802 Added 0.96%	398,290 $12.3 Billion
Q2 2024 Aug 09, 2024	BUY	$27.81 - $30.13 $343,898 - $372,587	12,366 Added 3.24%	394,488 $11.4 Billion
Q1 2024 Apr 29, 2024	BUY	$27.45 - $30.1 $191,820 - $210,338	6,988 Added 1.86%	382,122 $11.5 Billion
Q4 2023 Jan 31, 2024	BUY	$23.61 - $29.53 $8.86 Million - $11.1 Million	375,134 New	375,134 $10.9 Billion

Others Institutions Holding DFSV

# of Institutions

420

Shares Held

113M

Call Options Held

600

Put Options Held

8.2K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

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Grunden Financial Advisory, Inc. Dimensional ETF Tr Dimensional Transaction History