Graves Light Lenhart Wealth, Inc. Dimensional ETF Tr U S Small C 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 U S Small C stock. As of the latest transaction made, Graves Light Lenhart Wealth, Inc. holds 20,255 shares of DFAS stock, worth $1.3 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
20,255
Previous 20,401
0.72%
Holding current value
$1.3 Million
Previous $1.32 Million
0.38%
% of portfolio
0.16%
Previous 0.16%
Shares
9 transactions
Others Institutions Holding DFAS
# of Institutions
774Shares Held
118MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$853 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$484 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$421 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$333 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$175 Million1.82% of portfolio