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 $292,577. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,601
Previous 12,102
4.14%
Holding current value
$292,577
Previous $307,000
1.95%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
513Shares Held
221MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$283 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$229 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$189 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$182 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$144 Million0.23% of portfolio