Grunden Financial Advisory, Inc. Dimensional ETF Tr Dimensional Transaction History
Grunden Financial Advisory, Inc.
- $192 Billion
- Q2 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 394,488 shares of DFSV stock, worth $12.2 Million. This represents 5.93% of its overall portfolio holdings.
Number of Shares
394,488
Previous 382,122
3.24%
Holding current value
$12.2 Million
Previous $11.5 Billion
1.29%
% of portfolio
5.93%
Previous 6.12%
Shares
3 transactions
Others Institutions Holding DFSV
# of Institutions
317Shares Held
81.1MCall Options Held
0Put Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$254 Million3.69% of portfolio
-
Jmg Financial Group, Ltd.4.91MShares$152 Million5.43% of portfolio
-
Savant Capital, LLC4.64MShares$144 Million1.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.74MShares$85.1 Million0.14% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA2.51MShares$77.9 Million0.78% of portfolio