Graves Light Lenhart Wealth, Inc. DFUV Holdings History
Graves Light Lenhart Wealth, Inc.'s Dimensional US Marketwide Value ETF Holding Summary
As of 2025-06-30, Graves Light Lenhart Wealth, Inc. held 272,236.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $11.51 Mil. This investment constitutes 1.37% of their stock portfolio, and Graves Light Lenhart Wealth, Inc. now holds 0.1% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2023Q1. And since then Graves Light Lenhart Wealth, Inc. has made 10 purchases of DFUV, at an average price of $35.98, for a total of 272,236.00 shares. Based on historical transaction data and DFUV's current price of $42.58, Graves Light Lenhart Wealth, Inc.'s estimated gain on his DFUV holdings is $1.80 Mil, reflecting a 18.35% gain to date.
Graves Light Lenhart Wealth, Inc. DFUV ($42.58) Holding Chart
Graves Light Lenhart Wealth, Inc. DFUV ($42.58) 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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