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 36,233 shares of DFAI stock, worth $1.22 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

36,233

Previous 34,280 5.7%

Holding current value

$1.22 Million

Previous $1 Million 13.1%

% of portfolio

0.03%

Previous 0.02%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$28.88 - $32.4 $56,402 - $63,277	1,953 Added 5.7%	36,233 $1.13 Million
Q4 2024 Feb 24, 2025	BUY	$29.0 - $31.6 $24,708 - $26,923	852 Added 2.55%	34,280 $1 Million
Q3 2024 Nov 12, 2024	BUY	$28.69 - $32.06 $9,582 - $10,708	334 Added 1.01%	33,428 $1.06 Million
Q2 2024 Jul 16, 2024	SELL	$28.93 - $30.91 $26,442 - $28,251	-914 Reduced 2.69%	33,094 $981,000
Q1 2024 May 03, 2024	SELL	$27.74 - $30.27 $39,695 - $43,316	-1,431 Reduced 4.04%	34,008 $1.03 Million
Q4 2023 Feb 05, 2024	SELL	$24.88 - $28.69 $47,222 - $54,453	-1,898 Reduced 5.08%	35,439 $1.01 Million
Q3 2023 Nov 06, 2023	BUY	$26.0 - $28.17 $1,352 - $1,464	52 Added 0.14%	37,337 $974,000
Q2 2023 Aug 10, 2023	BUY	$26.46 - $28.05 $61,493 - $65,188	2,324 Added 6.65%	37,285 $1.02 Million
Q1 2023 May 02, 2023	BUY	$25.21 - $27.45 $50,546 - $55,037	2,005 Added 6.08%	34,961 $942,000
Q4 2022 Jan 31, 2023	BUY	$21.47 - $25.85 $120,575 - $145,173	5,616 Added 20.54%	32,956 $825,000
Q3 2022 Oct 21, 2022	BUY	$21.44 - $25.78 $55,936 - $67,260	2,609 Added 10.55%	27,340 $589,000
Q2 2022 Jul 19, 2022	BUY	$23.87 - $28.49 $590,328 - $704,586	24,731 New	24,731 $597,000

Others Institutions Holding DFAI

# of Institutions

644

Shares Held

235M

Call Options Held

500

Put Options Held

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About DIMENSIONAL ETF TR

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