Graves Light Lenhart Wealth, Inc. Dimensional ETF Tr Us Marketwi 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 Us Marketwi stock. As of the latest transaction made, Graves Light Lenhart Wealth, Inc. holds 238,929 shares of DFUV stock, worth $10.3 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
238,929
Previous 211,965
12.72%
Holding current value
$10.3 Million
Previous $8.32 Million
19.67%
% of portfolio
1.23%
Previous 0.95%
Shares
7 transactions
Others Institutions Holding DFUV
# of Institutions
640Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.52 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.42 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$796 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$620 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$468 Million0.65% of portfolio