A detailed history of Great Valley Advisor Group, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 32,150 shares of DFSD stock, worth $1.51 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
32,150
Previous 32,009 0.44%
Holding current value
$1.51 Million
Previous $1.5 Million 1.99%
% of portfolio
0.04%
Previous 0.04%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$47.0 - $47.84 $6,627 - $6,745
141 Added 0.44%
32,150 $1.53 Million
Q2 2024

Jul 16, 2024

BUY
$46.64 - $47.15 $1.1 Million - $1.11 Million
23,582 Added 279.84%
32,009 $1.5 Million
Q4 2023

Feb 05, 2024

BUY
$46.16 - $47.09 $6,923 - $7,063
150 Added 1.81%
8,427 $396,000
Q3 2023

Nov 06, 2023

BUY
$46.24 - $46.65 $129,472 - $130,620
2,800 Added 51.12%
8,277 $383,000
Q2 2023

Aug 10, 2023

BUY
$46.28 - $46.83 $22,214 - $22,478
480 Added 9.61%
5,477 $253,000
Q3 2022

Oct 21, 2022

BUY
$45.55 - $47.51 $18,903 - $19,716
415 Added 9.06%
4,997 $230,000
Q2 2022

Jul 19, 2022

BUY
$46.22 - $47.82 $211,780 - $219,111
4,582 New
4,582 $215,000

Others Institutions Holding DFSD

About DIMENSIONAL ETF TR SHORT DURAT


  • Ticker DFSD
  • Sector ETFs
  • Industry ETFs
More about DFSD
Track This Portfolio

Track Great Valley Advisor Group, Inc. Portfolio

Follow Great Valley Advisor Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Great Valley Advisor Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Great Valley Advisor Group, Inc. with notifications on news.