Great Valley Advisor Group, Inc. Dimensional ETF Tr Dimensional Transaction History
Great Valley Advisor Group, Inc.
- $3.84 Billion
- Q3 2024
A detailed history of Great Valley Advisor Group, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 38,566 shares of DFAR stock, worth $952,194. This represents 0.03% of its overall portfolio holdings.
Number of Shares
38,566
Previous 38,545
0.05%
Holding current value
$952,194
Previous $851,000
16.1%
% of portfolio
0.03%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DFAR
# of Institutions
218Shares Held
35.4MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$72.8 Million5.23% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.2MShares$54.2 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.93MShares$47.5 Million12.28% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.63MShares$40.2 Million3.86% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$32.8 Million2.99% of portfolio