Great Valley Advisor Group, Inc. Dimensional ETF Tr U S Equity 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 U S Equity stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 29,619 shares of DFUS stock, worth $1.83 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
29,619
Previous 29,390
0.78%
Holding current value
$1.83 Million
Previous $1.67 Million
4.12%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding DFUS
# of Institutions
623Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$492 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$366 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$312 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$257 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.71MShares$230 Million0.23% of portfolio