Great Valley Advisor Group, Inc. Dimensional ETF Tr U S Small C 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 U S Small C stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 700,837 shares of DFAS stock, worth $43.5 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
700,837
Previous 664,847
5.41%
Holding current value
$43.5 Million
Previous $43.3 Million
3.22%
% of portfolio
1.01%
Previous 1.06%
Shares
11 transactions
Others Institutions Holding DFAS
# of Institutions
821Shares Held
126MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS16.8MShares$1.04 Billion0.95% of portfolio
-
Northern Trust Corp Chicago, IL7.97MShares$495 Million0.07% of portfolio
-
Index Fund Advisors, Inc.5.85MShares$363 Million22.41% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$334 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$169 Million1.82% of portfolio