Great Valley Advisor Group, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Great Valley Advisor Group, Inc.
- $3.84 Billion
- Q3 2024
A detailed history of Great Valley Advisor Group, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 16,409 shares of DFUV stock, worth $671,128. This represents 0.02% of its overall portfolio holdings.
Number of Shares
16,409
Previous 16,937
3.12%
Holding current value
$671,128
Previous $665,000
2.86%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DFUV
# of Institutions
640Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.44 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.35 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$757 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$590 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$445 Million0.65% of portfolio