Grunden Financial Advisory, Inc. Dimensional ETF Tr Dimensional Transaction History
Grunden Financial Advisory, Inc.
- $204 Billion
- Q3 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 69,193 shares of DISV stock, worth $1.92 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
69,193
Previous 68,697
0.72%
Holding current value
$1.92 Million
Previous $1.85 Billion
8.79%
% of portfolio
0.99%
Previous 0.97%
Shares
4 transactions
Others Institutions Holding DISV
# of Institutions
268Shares Held
57.9MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.39MShares$232 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$172 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$87.2 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.56MShares$43.1 Million1.19% of portfolio
-
Ritholtz Wealth Management1.35MShares$37.5 Million1.2% of portfolio