Great Valley Advisor Group, Inc. Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 2,142,296 shares of DFIC stock, worth $61.8 Million. This represents 1.36% of its overall portfolio holdings.
Number of Shares
2,142,296
Previous 178,973
1096.99%
Holding current value
$61.8 Million
Previous $5.04 Million
999.64%
% of portfolio
1.36%
Previous 0.13%
Shares
10 transactions
Others Institutions Holding DFIC
# of Institutions
459Shares Held
269MCall Options Held
5.9KPut Options Held
0-
Envestnet Asset Management Inc27.5MShares$795 Million0.26% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$791 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.2MShares$469 Million8.53% of portfolio
-
Evensky & Katz LLC6.13MShares$177 Million10.37% of portfolio
-
Rw Investment Management LLC Eagle, ID4.92MShares$142 Million15.48% of portfolio