Number of Shares
1.78 Mil
Current Holdings Value*
$109.03 Mil
% of Portfolio
2.35%
Total Estimate Gain
$5.35 Mil
% of Total Estimate Gain
4.62%

GREAT VALLEY ADVISOR GROUP, INC.'s Dimensional US Core Equity 1 ETF Holding Summary

As of 2025-03-31, GREAT VALLEY ADVISOR GROUP, INC. held 1.78 Mil shares of Dimensional US Core Equity 1 ETF(DCOR), totaling $109.03 Mil. This investment constitutes 2.35% of their stock portfolio, and GREAT VALLEY ADVISOR GROUP, INC. now holds 7.05% of the outstanding Dimensional US Core Equity 1 ETF(DCOR) stock.

The initial trade took place in 2024Q4. And since then GREAT VALLEY ADVISOR GROUP, INC. has made 2 purchases of DCOR, at an average price of $65.11, for a total of 1.78 Mil shares. Based on historical transaction data and DCOR's current price of $68.12, GREAT VALLEY ADVISOR GROUP, INC.'s estimated gain on his DCOR holdings is $5.35 Mil, reflecting a 4.62% gain to date.

GREAT VALLEY ADVISOR GROUP, INC. DCOR ($68.12) Holding Chart

GREAT VALLEY ADVISOR GROUP, INC. DCOR ($68.12) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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