Great Valley Advisor Group, Inc. Dimensional ETF Tr 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 stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 11,601 shares of DFAX stock, worth $287,472. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,601
Previous 12,102
4.14%
Holding current value
$287,472
Previous $307,000
1.95%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
512Shares Held
221MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$278 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$225 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$186 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$178 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$141 Million0.23% of portfolio