Great Valley Advisor Group, Inc. Dimensional ETF Tr 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 stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 34,280 shares of DFAI stock, worth $1.08 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
34,280
Previous 33,428
2.55%
Holding current value
$1.08 Million
Previous $1.06 Million
5.84%
% of portfolio
0.02%
Previous 0.03%
Shares
11 transactions
Others Institutions Holding DFAI
# of Institutions
608Shares Held
230MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.02 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$209 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$189 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$188 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$176 Million17.39% of portfolio