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 $4.12 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
97,660
Previous 77,471
26.06%
Holding current value
$4.12 Million
Previous $3.35 Million
20.75%
% of portfolio
0.1%
Previous 0.09%
Shares
11 transactions
Others Institutions Holding DFCF
# of Institutions
403Shares Held
3.56BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$145 Billion8.57% of portfolio
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$488 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$469 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$125 Million11.32% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$117 Million23.4% of portfolio