Graves Light Lenhart Wealth, Inc. Dimensional ETF Tr Core Fxd In Transaction History
Graves Light Lenhart Wealth, Inc.
- $875 Million
- Q2 2024
A detailed history of Graves Light Lenhart Wealth, Inc. transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Graves Light Lenhart Wealth, Inc. holds 482,440 shares of DFCF stock, worth $20.3 Million. This represents 2.29% of its overall portfolio holdings.
Number of Shares
482,440
Previous 383,151
25.91%
Holding current value
$20.3 Million
Previous $16.1 Million
24.68%
% of portfolio
2.29%
Previous 1.87%
Shares
7 transactions
Others Institutions Holding DFCF
# of Institutions
317Shares Held
89.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.3MShares$432 Million12.38% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA7.66MShares$322 Million11.84% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.78MShares$117 Million11.43% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.41MShares$102 Million24.22% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.31MShares$97 Million1.23% of portfolio