Great Valley Advisor Group, Inc. Dimensional ETF Tr U S Small C Transaction History
Great Valley Advisor Group, Inc.
- $4.07 Billion
- Q4 2024
A detailed history of Great Valley Advisor Group, Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 664,847 shares of DFAS stock, worth $42.7 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
664,847
Previous 96,434
589.43%
Holding current value
$42.7 Million
Previous $6.25 Million
591.85%
% of portfolio
1.06%
Previous 0.16%
Shares
10 transactions
Others Institutions Holding DFAS
# of Institutions
775Shares Held
118MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$850 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$483 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$420 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$332 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$175 Million1.82% of portfolio