Great Valley Advisor Group, Inc. Dimensional ETF Tr Dimensional Transaction History
Great Valley Advisor Group, Inc.
- $4.08 Billion
- Q2 2025
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 15,656 shares of DFAR stock, worth $372,456. This represents 0.01% of its overall portfolio holdings.
Number of Shares
15,656
Previous 41,843
62.58%
Holding current value
$372,456
Previous $994,000
63.08%
% of portfolio
0.01%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding DFAR
# of Institutions
278Shares Held
44.2MCall Options Held
9.6KPut Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$74.5 Million5.07% of portfolio
-
Prudential Financial Inc Newark, NJ2.49MShares$59.2 Million0.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.14MShares$50.9 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.07MShares$49.3 Million10.62% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.79MShares$42.6 Million3.53% of portfolio