Graves Light Lenhart Wealth, Inc. Dimensional ETF Tr Short Durat Transaction History
Graves Light Lenhart Wealth, Inc.
- $809 Million
- Q1 2025
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 86,002 shares of DFSD stock, worth $4.07 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
86,002
Previous 83,706
2.74%
Holding current value
$4.07 Million
Previous $3.92 Million
4.15%
% of portfolio
0.51%
Previous 0.49%
Shares
10 transactions
Others Institutions Holding DFSD
# of Institutions
332Shares Held
67.2MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$197 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$141 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$128 Million1.54% of portfolio
-
Apella Capital, LLC2.69MShares$128 Million4.45% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio