Graves Light Lenhart Wealth, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Graves Light Lenhart Wealth, Inc.
- $894 Million
- Q3 2025
A detailed history of Graves Light Lenhart Wealth, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Graves Light Lenhart Wealth, Inc. holds 274,291 shares of DFNM stock, worth $13.2 Million. This represents 1.47% of its overall portfolio holdings.
Number of Shares
274,291
Previous 246,063
11.47%
Holding current value
$13.2 Million
Previous $11.7 Million
12.77%
% of portfolio
1.47%
Previous 1.4%
Shares
12 transactions
Others Institutions Holding DFNM
# of Institutions
250Shares Held
27.2MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.64MShares$127 Million3.2% of portfolio
-
Foster Group, Inc.1.49MShares$71.9 Million2.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.6 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.4 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL862KShares$41.6 Million1.71% of portfolio