Grunden Financial Advisory, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Grunden Financial Advisory, Inc.
- $207 Billion
- Q4 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 400,445 shares of DFUV stock, worth $16.5 Million. This represents 7.91% of its overall portfolio holdings.
Number of Shares
400,445
Previous 403,664
0.8%
Holding current value
$16.5 Million
Previous $16.8 Billion
2.63%
% of portfolio
7.91%
Previous 8.26%
Shares
5 transactions
Others Institutions Holding DFUV
# of Institutions
704Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.4 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.3 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$742 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$596 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$444 Million0.67% of portfolio