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 68,697 shares of DISV stock, worth $1.98 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
68,697
Previous 65,223
5.33%
Holding current value
$1.98 Million
Previous $1.77 Billion
4.22%
% of portfolio
0.97%
Previous 0.94%
Shares
3 transactions
Others Institutions Holding DISV
# of Institutions
264Shares Held
56.5MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.39MShares$241 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.02MShares$173 Million3.34% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$90.6 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.56MShares$44.8 Million1.19% of portfolio
-
Ritholtz Wealth Management1.31MShares$37.5 Million1.17% of portfolio