Great Valley Advisor Group, Inc. Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 178,973 shares of DFIC stock, worth $4.95 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

178,973

Previous 164,500 8.8%

Holding current value

$4.95 Million

Previous $4.32 Million 16.47%

% of portfolio

0.13%

Previous 0.13%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$25.36 - $28.37 $367,035 - $410,599	14,473 Added 8.8%	178,973 $5.04 Million
Q2 2024 Jul 16, 2024	BUY	$25.73 - $27.44 $296,898 - $316,630	11,539 Added 7.54%	164,500 $4.32 Million
Q1 2024 May 03, 2024	BUY	$24.62 - $26.83 $185,585 - $202,244	7,538 Added 5.18%	152,961 $4.09 Million
Q4 2023 Feb 05, 2024	BUY	$22.18 - $25.58 $210,266 - $242,498	9,480 Added 6.97%	145,423 $3.71 Million
Q3 2023 Nov 06, 2023	BUY	$23.25 - $25.17 $301,668 - $326,580	12,975 Added 10.55%	135,943 $3.17 Million
Q2 2023 Aug 10, 2023	SELL	$23.45 - $24.88 $14,656 - $15,550	-625 Reduced 0.51%	122,968 $2.98 Million
Q1 2023 May 02, 2023	BUY	$22.5 - $24.64 $235,147 - $257,512	10,451 Added 9.24%	123,593 $2.97 Million
Q4 2022 Jan 31, 2023	BUY	$19.06 - $23.03 $1.46 Million - $1.77 Million	76,780 Added 211.15%	113,142 $2.53 Million
Q3 2022 Oct 21, 2022	BUY	$19.05 - $23.07 $692,696 - $838,871	36,362 New	36,362 $697,000

Others Institutions Holding DFIC

# of Institutions

434

Shares Held

2.28B

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

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Great Valley Advisor Group, Inc. Dimensional ETF Tr Dimensional Transaction History