Graves Light Lenhart Wealth, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Graves Light Lenhart Wealth, Inc.
- $809 Million
- Q1 2025
A detailed history of Graves Light Lenhart Wealth, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Graves Light Lenhart Wealth, Inc. holds 256,317 shares of DFUV stock, worth $10.5 Million. This represents 1.3% of its overall portfolio holdings.
Number of Shares
256,317
Previous 242,207
5.83%
Holding current value
$10.5 Million
Previous $9.91 Million
5.74%
% of portfolio
1.3%
Previous 1.24%
Shares
9 transactions
Others Institutions Holding DFUV
# of Institutions
709Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.39 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.29 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$734 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$590 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$439 Million0.67% of portfolio