Graves Light Lenhart Wealth, Inc. Dimensional ETF Tr Short Durat 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 Short Durat stock. As of the latest transaction made, Graves Light Lenhart Wealth, Inc. holds 79,950 shares of DFSD stock, worth $3.78 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
79,950
Previous 112,964
29.23%
Holding current value
$3.78 Million
Previous $5.31 Million
28.12%
% of portfolio
0.47%
Previous 0.61%
Shares
8 transactions
Others Institutions Holding DFSD
# of Institutions
260Shares Held
49.1MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.49MShares$118 Million11.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98.4 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$95.8 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$95.3 Million16.23% of portfolio