Valley Forge Investment Consultants Inc Adv Dimensional ETF Tr Transaction History
Valley Forge Investment Consultants Inc Adv
- $285 Million
- Q3 2024
A detailed history of Valley Forge Investment Consultants Inc Adv transactions in Dimensional ETF Tr stock. As of the latest transaction made, Valley Forge Investment Consultants Inc Adv holds 40,106 shares of DFAX stock, worth $1 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
40,106
Previous 40,106
-0.0%
Holding current value
$1 Million
Previous $1.02 Million
6.28%
% of portfolio
0.38%
Previous 0.39%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
512Shares Held
221MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$281 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$228 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$188 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$180 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$143 Million0.23% of portfolio