Graves Light Lenhart Wealth, Inc. Dimensional ETF Tr Transaction History
Graves Light Lenhart Wealth, Inc.
- $810 Million
- Q3 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 6,493 shares of DFAU stock, worth $264,330. This represents 0.03% of its overall portfolio holdings.
Number of Shares
6,493
Previous 6,493
-0.0%
Holding current value
$264,330
Previous $243,000
5.76%
% of portfolio
0.03%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding DFAU
# of Institutions
412Shares Held
110MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$196 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$169 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$150 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$142 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$117 Million0.71% of portfolio