Graves Light Lenhart Wealth, Inc. Dimensional ETF Tr Core Fxd In Transaction History
Graves Light Lenhart Wealth, Inc.
- $810 Million
- Q3 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 448,509 shares of DFCF stock, worth $18.3 Million. This represents 2.39% of its overall portfolio holdings.
Number of Shares
448,509
Previous 482,440
7.03%
Holding current value
$18.3 Million
Previous $20 Million
3.34%
% of portfolio
2.39%
Previous 2.29%
Shares
8 transactions
Others Institutions Holding DFCF
# of Institutions
334Shares Held
89MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$428 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$118 Million11.58% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$109 Million23.84% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$99.2 Million1.24% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.08MShares$85 Million12.12% of portfolio