Grunden Financial Advisory, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Grunden Financial Advisory, Inc.
- $246 Billion
- Q3 2025
A detailed history of Grunden Financial Advisory, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Grunden Financial Advisory, Inc. holds 12,465 shares of DFNM stock, worth $600,937. This represents 0.24% of its overall portfolio holdings.
Number of Shares
12,465
Previous 10,993
13.39%
Holding current value
$600,937
Previous $521 Million
14.71%
% of portfolio
0.24%
Previous 0.23%
Shares
8 transactions
Others Institutions Holding DFNM
# of Institutions
262Shares Held
29.7MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.86MShares$138 Million3.28% of portfolio
-
Foster Group, Inc.1.49MShares$71.9 Million2.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.7 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.4 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL865KShares$41.7 Million1.61% of portfolio