Great Valley Advisor Group, Inc. Dimensional ETF Tr Natl Mun Bd 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 Natl Mun Bd stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 31,311 shares of DFNM stock, worth $1.5 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
31,311
Previous 31,070
0.78%
Holding current value
$1.5 Million
Previous $1.48 Million
2.36%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding DFNM
# of Institutions
202Shares Held
22.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$125 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.3 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$57.2 Million2.25% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$45.9 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.2 Million4.9% of portfolio