Great Valley Advisor Group, Inc. Dimensional ETF Tr Core Fxd In 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 Core Fxd In stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 76,809 shares of DFCF stock, worth $3.31 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
76,809
Previous 98,225
21.8%
Holding current value
$3.31 Million
Previous $4.13 Million
21.45%
% of portfolio
0.08%
Previous 0.1%
Shares
13 transactions
Others Institutions Holding DFCF
# of Institutions
424Shares Held
120MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$496 Million12.43% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.66MShares$158 Million9.18% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3.04MShares$131 Million10.8% of portfolio
-
True Link Financial Advisors, LLC2.82MShares$122 Million8.26% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$120 Million1.31% of portfolio