Valley Forge Investment Consultants Inc Adv Dimensional ETF Tr Transaction History
Valley Forge Investment Consultants Inc Adv
- $341 Million
- Q3 2025
A detailed history of Valley Forge Investment Consultants Inc Adv transactions in Dimensional ETF Tr stock. As of the latest transaction made, Valley Forge Investment Consultants Inc Adv holds 16,086 shares of DFAX stock, worth $514,912. This represents 0.15% of its overall portfolio holdings.
Number of Shares
16,086
Previous 15,016
7.13%
Holding current value
$514,912
Previous $441,000
14.29%
% of portfolio
0.15%
Previous 0.14%
Shares
4 transactions
Others Institutions Holding DFAX
# of Institutions
666Shares Held
257MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$360 Million3.18% of portfolio
-
Alerus Financial Na Grand Forks, ND8.38MShares$268 Million14.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$259 Million0.08% of portfolio
-
Geometric Wealth Advisors7.29MShares$233 Million33.26% of portfolio
-
Envestnet Asset Management Inc6.67MShares$213 Million0.06% of portfolio