Great Valley Advisor Group, Inc. Dimensional ETF Tr Inflation P 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 Inflation P stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 16,280 shares of DFIP stock, worth $658,851. This represents 0.02% of its overall portfolio holdings.
Number of Shares
16,280
Previous 16,174
0.66%
Holding current value
$658,851
Previous $660,000
4.24%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DFIP
# of Institutions
115Shares Held
12.5MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.49MShares$141 Million5.09% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO991KShares$40.1 Million13.61% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO803KShares$32.5 Million4.54% of portfolio
-
Planning Center, Inc.744KShares$30.1 Million5.32% of portfolio
-
Geometric Wealth Advisors430KShares$17.4 Million3.51% of portfolio