Great Valley Advisor Group, Inc. Dimensional ETF Tr Core Fxd In 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 Core Fxd In stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 97,660 shares of DFCF stock, worth $4.07 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
97,660
Previous 77,471
26.06%
Holding current value
$4.07 Million
Previous $3.35 Million
20.75%
% of portfolio
0.1%
Previous 0.09%
Shares
11 transactions
Others Institutions Holding DFCF
# of Institutions
410Shares Held
3.56BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$143 Billion8.57% of portfolio
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$481 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$463 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$123 Million11.32% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$116 Million1.39% of portfolio