Mbl Wealth, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Mbl Wealth, LLC
- $830 Million
- Q1 2024
A detailed history of Mbl Wealth, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Mbl Wealth, LLC holds 689,738 shares of DFNM stock, worth $33 Million. This represents 4.0% of its overall portfolio holdings.
Number of Shares
689,738
Previous 651,948
5.8%
Holding current value
$33 Million
Previous $31.6 Million
4.88%
% of portfolio
4.0%
Previous 4.17%
Shares
7 transactions
Others Institutions Holding DFNM
# of Institutions
173Shares Held
20.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.66MShares$128 Million3.7% of portfolio
-
Foster Group, Inc.1.26MShares$60.2 Million3.0% of portfolio
-
Geo Wealth Management, LLC Chicago, IL932KShares$44.6 Million1.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO924KShares$44.3 Million0.5% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.2 Million4.9% of portfolio