Great Valley Advisor Group, Inc. Dimensional ETF Tr Short Durat Transaction History
Great Valley Advisor Group, Inc.
- $4.47 Billion
- Q3 2025
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 79,475 shares of DFSD stock, worth $3.83 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
79,475
Previous 79,588
0.14%
Holding current value
$3.83 Million
Previous $3.82 Million
0.21%
% of portfolio
0.09%
Previous 0.09%
Shares
11 transactions
Others Institutions Holding DFSD
# of Institutions
388Shares Held
84.7MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO5.06MShares$244 Million2.96% of portfolio
-
Savant Capital, LLC4.15MShares$200 Million1.12% of portfolio
-
Apella Capital, LLC4MShares$193 Million4.51% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.24MShares$156 Million1.75% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.96MShares$143 Million11.13% of portfolio