Great Valley Advisor Group, Inc. Dimensional ETF Tr Dimensional Transaction History
Great Valley Advisor Group, Inc.
- $4.08 Billion
- Q2 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 14,252 shares of DISV stock, worth $509,651. This represents 0.01% of its overall portfolio holdings.
Number of Shares
14,252
Previous 7,571
88.24%
Holding current value
$509,651
Previous $220,000
113.18%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DISV
# of Institutions
371Shares Held
79.8MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$317 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.9MShares$211 Million3.37% of portfolio
-
Mather Group, Llc. Chicago, IL5.84MShares$209 Million2.07% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$113 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$90.1 Million1.18% of portfolio