Great Valley Advisor Group, Inc. Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 7,571 shares of DISV stock, worth $252,644. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,571Holding current value
$252,644% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
355Shares Held
76.1MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$296 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.15MShares$205 Million3.39% of portfolio
-
Mather Group, Llc. Chicago, IL5.84MShares$195 Million2.07% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$105 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.33MShares$77.8 Million1.1% of portfolio