Graves Light Lenhart Wealth, Inc. Dimensional ETF Tr U S Core Eq 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 U S Core Eq stock. As of the latest transaction made, Graves Light Lenhart Wealth, Inc. holds 6,768 shares of DFAC stock, worth $230,179. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,768
Previous 6,750
0.27%
Holding current value
$230,179
Previous $215,000
1.4%
% of portfolio
0.02%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
710MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.82 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.62 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.27 Billion24.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.27 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$600 Million0.29% of portfolio