Great Valley Advisor Group, Inc. Dimensional ETF Tr Inflation P 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 Inflation P stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 7,933 shares of DFIP stock, worth $336,676. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,933

Previous 19,408 59.13%

Holding current value

$336,676

Previous $817,000 59.49%

% of portfolio

0.01%

Previous 0.02%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$41.11 - $42.42 $471,737 - $486,769	-11,475 Reduced 59.13%	7,933 $331,000
Q1 2025 May 08, 2025	SELL	$40.27 - $42.11 $14,416 - $15,075	-358 Reduced 1.81%	19,408 $817,000
Q4 2024 Feb 24, 2025	BUY	$40.31 - $42.43 $140,520 - $147,910	3,486 Added 21.41%	19,766 $800,000
Q3 2024 Nov 12, 2024	BUY	$40.69 - $42.46 $4,313 - $4,500	106 Added 0.66%	16,280 $688,000
Q2 2024 Jul 16, 2024	BUY	$40.31 - $41.37 $651,973 - $669,118	16,174 New	16,174 $660,000

Others Institutions Holding DFIP

# of Institutions

148

Shares Held

16.4M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR INFLATION P

Ticker DFIP
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Great Valley Advisor Group, Inc. Dimensional ETF Tr Inflation P Transaction History