Great Valley Advisor Group, Inc. Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 2,142,296 shares of DFIC stock, worth $60 Million. This represents 1.36% of its overall portfolio holdings.
Number of Shares
2,142,296
Previous 178,973
1096.99%
Holding current value
$60 Million
Previous $5.04 Million
999.64%
% of portfolio
1.36%
Previous 0.13%
Shares
10 transactions
Others Institutions Holding DFIC
# of Institutions
441Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$56.7 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$825 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$768 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$458 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$172 Million10.37% of portfolio