Number of Shares
682,530.00
Current Holdings Value*
$28.84 Mil
% of Portfolio
3.43%
Total Estimate Gain
$401,382.55
% of Total Estimate Gain
1.35%

Graves Light Lenhart Wealth, Inc.'s Dimensional Core Fixed Income ETF Holding Summary

As of 2025-06-30, Graves Light Lenhart Wealth, Inc. held 682,530.00 shares of Dimensional Core Fixed Income ETF(DFCF), totaling $28.84 Mil. This investment constitutes 3.43% of their stock portfolio, and Graves Light Lenhart Wealth, Inc. now holds 0.41% of the outstanding Dimensional Core Fixed Income ETF(DFCF) stock.

The initial trade took place in 2022Q4. And since then Graves Light Lenhart Wealth, Inc. has made 10 purchases of DFCF, at an average price of $41.47, for a total of 716,461.00 shares. In addition, there have been 1 sales at an average price of $42.63 for 33,931.00 shares. Based on historical transaction data and DFCF's current price of $42.00, Graves Light Lenhart Wealth, Inc.'s estimated gain on his DFCF holdings is $401,382.55, reflecting a 1.35% gain to date.

Graves Light Lenhart Wealth, Inc. DFCF ($42.00) Holding Chart

Graves Light Lenhart Wealth, Inc. DFCF ($42.00) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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