Graves Light Lenhart Wealth, Inc. Dimensional ETF Tr Transaction History
Graves Light Lenhart Wealth, Inc.
- $862 Million
- Q1 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 $246,214. This represents 0.03% of its overall portfolio holdings.
Number of Shares
6,493
Previous 7,338
11.52%
Holding current value
$246,214
Previous $243,000
2.47%
% of portfolio
0.03%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding DFAU
# of Institutions
386Shares Held
95.3MCall Options Held
0Put Options Held
0-
Modera Wealth Management, LLC4.18MShares$158 Million2.33% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$157 Million5.04% of portfolio
-
Sequoia Financial Advisors, LLC3.67MShares$139 Million1.68% of portfolio
-
Aquire Wealth Advisors, LLC3.23MShares$122 Million41.25% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.67MShares$101 Million25.27% of portfolio