Great Valley Advisor Group, Inc. Dimensional ETF Tr Short Durat 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 Short Durat stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 40,240 shares of DFSD stock, worth $1.94 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

40,240

Previous 39,554 1.73%

Holding current value

$1.94 Million

Previous $1.85 Million 3.13%

% of portfolio

0.05%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$46.74 - $47.55 $32,063 - $32,619	686 Added 1.73%	40,240 $1.91 Million
Q4 2024 Feb 24, 2025	BUY	$46.75 - $47.8 $346,137 - $353,911	7,404 Added 23.03%	39,554 $1.85 Million
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

# of Institutions

358

Shares Held

74.2M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

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Great Valley Advisor Group, Inc. Dimensional ETF Tr Short Durat Transaction History