Grunden Financial Advisory, Inc. Dimensional ETF Tr Dimensional Transaction History
Grunden Financial Advisory, Inc.
- $206 Billion
- Q1 2025
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 76,732 shares of DISV stock, worth $2.33 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
76,732
Previous 75,729
1.32%
Holding current value
$2.33 Million
Previous $2.01 Billion
11.05%
% of portfolio
1.09%
Previous 0.97%
Shares
6 transactions
Others Institutions Holding DISV
# of Institutions
328Shares Held
67.2MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$269 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$194 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$95.6 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$67.7 Million1.08% of portfolio
-
Ritholtz Wealth Management1.65MShares$50 Million1.46% of portfolio