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 6,493 shares of DFAU stock, worth $268,940. This represents 0.03% of its overall portfolio holdings.
Number of Shares
6,493
Previous 6,493
-0.0%
Holding current value
$268,940
Previous $257,000
1.95%
% 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$200 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$172 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$152 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$145 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$119 Million0.71% of portfolio