Great Valley Advisor Group, Inc. Dimensional ETF Tr Natl Mun Bd 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 Natl Mun Bd stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 31,070 shares of DFNM stock, worth $1.5 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
31,070Holding current value
$1.5 Million% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
179Shares Held
20.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$125 Million3.59% of portfolio
-
Foster Group, Inc.1.22MShares$59 Million2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.9 Million0.64% of portfolio
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First Ascent Asset Management, LLC901KShares$43.6 Million4.9% of portfolio
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Geo Wealth Management, LLC Chicago, IL885KShares$42.8 Million1.92% of portfolio