Graves Light Lenhart Wealth, Inc. Dimensional ETF Tr Core Fxd In 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 Core Fxd In stock. As of the latest transaction made, Graves Light Lenhart Wealth, Inc. holds 651,815 shares of DFCF stock, worth $27.1 Million. This represents 3.39% of its overall portfolio holdings.
Number of Shares
651,815
Previous 533,627
22.15%
Holding current value
$27.1 Million
Previous $22.1 Million
24.04%
% of portfolio
3.39%
Previous 2.76%
Shares
10 transactions
Others Institutions Holding DFCF
# of Institutions
409Shares Held
3.56BCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH11.6MShares$481 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$463 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$123 Million11.32% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$116 Million1.39% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$116 Million23.4% of portfolio