Great Valley Advisor Group, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Great Valley Advisor Group, Inc.
- $4.08 Billion
- Q2 2025
A detailed history of Great Valley Advisor Group, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 899,236 shares of DFAC stock, worth $34.5 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
899,236
Previous 958,702
6.2%
Holding current value
$34.5 Million
Previous $31.6 Million
1.9%
% of portfolio
0.79%
Previous 0.77%
Shares
13 transactions
Others Institutions Holding DFAC
# of Institutions
1,135Shares Held
835MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.17 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.1 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.49 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.43 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$668 Million0.22% of portfolio