Graves Light Lenhart Wealth, Inc. Dimensional ETF Tr Core Fxd In 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 Core Fxd In stock. As of the latest transaction made, Graves Light Lenhart Wealth, Inc. holds 533,627 shares of DFCF stock, worth $22 Million. This represents 2.76% of its overall portfolio holdings.
Number of Shares
533,627
Previous 448,509
18.98%
Holding current value
$22 Million
Previous $19.4 Million
13.93%
% of portfolio
2.76%
Previous 2.39%
Shares
9 transactions
Others Institutions Holding DFCF
# of Institutions
334Shares Held
89.8MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$433 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$120 Million11.58% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$110 Million23.84% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$100 Million1.24% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.08MShares$85.9 Million12.12% of portfolio