Graves Light Lenhart Wealth, Inc. Dimensional ETF Tr Short Durat Transaction History
Graves Light Lenhart Wealth, Inc.
- $894 Million
- Q3 2025
A detailed history of Graves Light Lenhart Wealth, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Graves Light Lenhart Wealth, Inc. holds 85,738 shares of DFSD stock, worth $4.13 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
85,738
Previous 85,709
0.03%
Holding current value
$4.13 Million
Previous $4.11 Million
0.41%
% of portfolio
0.46%
Previous 0.49%
Shares
12 transactions
Others Institutions Holding DFSD
# of Institutions
388Shares Held
84.6MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO5.06MShares$244 Million2.96% of portfolio
-
Savant Capital, LLC4.15MShares$200 Million1.12% of portfolio
-
Apella Capital, LLC4MShares$193 Million4.51% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.24MShares$156 Million1.75% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.96MShares$143 Million11.13% of portfolio