Great Valley Advisor Group, Inc. Dimensional ETF Tr Short Durat Transaction History
Great Valley Advisor Group, Inc.
- $3.45 Billion
- Q2 2024
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 32,009 shares of DFSD stock, worth $1.52 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
32,009
Previous 8,427
279.84%
Holding current value
$1.52 Million
Previous $396,000
279.8%
% of portfolio
0.04%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding DFSD
# of Institutions
258Shares Held
46.3MCall Options Held
0Put Options Held
0-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$112 Million11.04% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98.4 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$94.6 Million15.04% of portfolio
-
Planning Center, Inc.1.97MShares$93.4 Million16.69% of portfolio