Grunden Financial Advisory, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Grunden Financial Advisory, Inc.
- $204 Billion
- Q3 2024
A detailed history of Grunden Financial Advisory, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Grunden Financial Advisory, Inc. holds 403,664 shares of DFUV stock, worth $16.6 Million. This represents 8.26% of its overall portfolio holdings.
Number of Shares
403,664
Previous 398,090
1.4%
Holding current value
$16.6 Million
Previous $15.6 Billion
7.65%
% of portfolio
8.26%
Previous 8.16%
Shares
4 transactions
Others Institutions Holding DFUV
# of Institutions
640Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.45 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.36 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$762 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$594 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$448 Million0.65% of portfolio