Great Valley Advisor Group, Inc. Dimensional ETF Tr Transaction History
Great Valley Advisor Group, Inc.
- $4.07 Billion
- Q4 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 $306,382. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,601
Previous 11,601
-0.0%
Holding current value
$306,382
Previous $313,000
7.99%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
575Shares Held
243MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$297 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$220 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$200 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$200 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$159 Million0.22% of portfolio