Graves Light Lenhart Wealth, Inc. Dimensional ETF Tr 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 stock. As of the latest transaction made, Graves Light Lenhart Wealth, Inc. holds 24,446 shares of DFAI stock, worth $761,248. This represents 0.09% of its overall portfolio holdings.
Number of Shares
24,446
Previous 11,242
117.45%
Holding current value
$761,248
Previous $357,000
99.72%
% of portfolio
0.09%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding DFAI
# of Institutions
602Shares Held
229MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.01 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$207 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$187 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$186 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$174 Million17.39% of portfolio