Valley Forge Investment Consultants Inc Adv Dimensional ETF Tr Transaction History
Valley Forge Investment Consultants Inc Adv
- $290 Million
- Q4 2024
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 40,106 shares of DFAX stock, worth $1.05 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
40,106
Previous 40,106
-0.0%
Holding current value
$1.05 Million
Previous $1.08 Million
7.94%
% of portfolio
0.34%
Previous 0.38%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
571Shares Held
242MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$295 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$219 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$199 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$199 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$158 Million0.22% of portfolio