Great Valley Advisor Group, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Great Valley Advisor Group, Inc.
- $4.07 Billion
- Q4 2024
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 937,439 shares of DFAC stock, worth $32.8 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
937,439
Previous 1,114,258
15.87%
Holding current value
$32.8 Million
Previous $38.2 Million
15.11%
% of portfolio
0.8%
Previous 0.99%
Shares
11 transactions
Others Institutions Holding DFAC
# of Institutions
1,054Shares Held
797MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.63 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.32 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.31 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$636 Million0.26% of portfolio