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 $262,187. This represents 0.03% of its overall portfolio holdings.
Number of Shares
6,493
Previous 6,493
-0.0%
Holding current value
$262,187
Previous $243,000
5.76%
% of portfolio
0.03%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$195 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$168 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$149 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$141 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$116 Million0.71% of portfolio