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 819,419 shares of DUHP stock, worth $29.1 Million. This represents 13.71% of its overall portfolio holdings.
Number of Shares
819,419
Previous 815,968
0.42%
Holding current value
$29.1 Million
Previous $26.1 Billion
6.95%
% of portfolio
13.71%
Previous 13.63%
Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
206MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.34 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.31 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$296 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$243 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$239 Million15.86% of portfolio