Great Valley Advisor Group, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Great Valley Advisor Group, Inc.
- $4.13 Billion
- Q1 2025
A detailed history of Great Valley Advisor Group, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 33,309 shares of DFNM stock, worth $1.57 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
33,309
Previous 32,965
1.04%
Holding current value
$1.57 Million
Previous $1.58 Million
0.57%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding DFNM
# of Institutions
252Shares Held
27.8MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$129 Million3.62% of portfolio
-
Foster Group, Inc.1.5MShares$71 Million2.55% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.5 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.5 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.5 Million1.79% of portfolio