Great Valley Advisor Group, Inc. Dimensional ETF Tr 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 stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 11,601 shares of DFAX stock, worth $300,697. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,601
Previous 11,601
-0.0%
Holding current value
$300,697
Previous $313,000
7.99%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
580Shares Held
245MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$291 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$216 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$196 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$196 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$156 Million0.22% of portfolio