Wp Wealth LLP Dimensional ETF Tr Natl Mun Bd Transaction History
Wp Wealth LLP
- $387 Billion
- Q1 2024
A detailed history of Wp Wealth LLP transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Wp Wealth LLP holds 10,934 shares of DFNM stock, worth $522,973. This represents 0.14% of its overall portfolio holdings.
Number of Shares
10,934
Previous 11,389
4.0%
Holding current value
$522,973
Previous $552 Million
4.83%
% of portfolio
0.14%
Previous 0.17%
Shares
6 transactions
Others Institutions Holding DFNM
# of Institutions
172Shares Held
20.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.66MShares$127 Million3.7% of portfolio
-
Foster Group, Inc.1.26MShares$60.1 Million3.0% of portfolio
-
Geo Wealth Management, LLC Chicago, IL932KShares$44.6 Million1.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO924KShares$44.2 Million0.5% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.1 Million4.9% of portfolio