Great Valley Advisor Group, Inc. Dimensional ETF Tr Transaction History

Great Valley Advisor Group, Inc.

$4.13 Billion
Q1 2025

A detailed history of Great Valley Advisor Group, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 12,043 shares of DFAE stock, worth $330,339. This represents 0.01% of its overall portfolio holdings.

Number of Shares

12,043

Previous 11,805 2.02%

Holding current value

$330,339

Previous $299,000 4.01%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$24.64 - $26.86 $5,864 - $6,392	238 Added 2.02%	12,043 $311,000
Q4 2024 Feb 24, 2025	BUY	$25.36 - $28.15 $4,869 - $5,404	192 Added 1.65%	11,805 $299,000
Q3 2024 Nov 12, 2024	BUY	$24.46 - $27.82 $1,736 - $1,975	71 Added 0.62%	11,613 $318,000
Q2 2024 Jul 16, 2024	SELL	$24.03 - $26.3 $18,527 - $20,277	-771 Reduced 6.26%	11,542 $298,000
Q4 2023 Feb 05, 2024	SELL	$21.63 - $24.11 $32,726 - $36,478	-1,513 Reduced 10.94%	12,313 $296,000
Q3 2023 Nov 06, 2023	BUY	$22.43 - $24.83 $1,839 - $2,036	82 Added 0.6%	13,826 $312,000
Q2 2023 Aug 10, 2023	BUY	$22.38 - $24.3 $36,009 - $39,098	1,609 Added 13.26%	13,744 $322,000
Q1 2023 May 02, 2023	BUY	$21.78 - $24.36 $28,248 - $31,594	1,297 Added 11.97%	12,135 $279,000
Q4 2022 Jan 31, 2023	BUY	$19.67 - $22.73 $213,183 - $246,347	10,838 New	10,838 $237,000

Others Institutions Holding DFAE

# of Institutions

564

Shares Held

162M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

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Great Valley Advisor Group, Inc. Dimensional ETF Tr Transaction History