Graves Light Lenhart Wealth, Inc. Dimensional ETF Tr Us Marketwi 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 Us Marketwi stock. As of the latest transaction made, Graves Light Lenhart Wealth, Inc. holds 242,207 shares of DFUV stock, worth $10.4 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
242,207
Previous 238,929
1.37%
Holding current value
$10.4 Million
Previous $9.96 Million
0.49%
% of portfolio
1.24%
Previous 1.23%
Shares
8 transactions
Others Institutions Holding DFUV
# of Institutions
667Shares Held
271MCall 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, LLC18MShares$771 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$620 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$467 Million0.65% of portfolio