Great Valley Advisor Group, Inc. Dimensional ETF Tr Us Marketwi 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 Us Marketwi stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 16,409 shares of DFUV stock, worth $670,964. This represents 0.02% of its overall portfolio holdings.
Number of Shares
16,409
Previous 16,409
-0.0%
Holding current value
$670,964
Previous $684,000
1.9%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DFUV
# of Institutions
709Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.39 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.29 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$734 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$590 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$439 Million0.67% of portfolio