Graves Light Lenhart Wealth, Inc. Dimensional ETF Tr Short Durat Transaction History
Graves Light Lenhart Wealth, Inc.
- $801 Million
- Q4 2024
A detailed history of Graves Light Lenhart Wealth, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Graves Light Lenhart Wealth, Inc. holds 83,706 shares of DFSD stock, worth $3.93 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
83,706
Previous 79,950
4.7%
Holding current value
$3.93 Million
Previous $3.82 Million
2.83%
% of portfolio
0.49%
Previous 0.47%
Shares
9 transactions
Others Institutions Holding DFSD
# of Institutions
265Shares Held
50.1MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.49MShares$117 Million11.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$112 Million1.35% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.6 Million1.09% of portfolio
-
Planning Center, Inc.2.05MShares$96.2 Million16.79% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$95.1 Million2.21% of portfolio