Wp Wealth LLP Dimensional ETF Tr Natl Mun Bd Transaction History
Wp Wealth LLP
- $414 Billion
- Q2 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 22,541 shares of DFNM stock, worth $1.08 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
22,541
Previous 10,934
106.16%
Holding current value
$1.08 Million
Previous $526 Million
104.78%
% of portfolio
0.26%
Previous 0.14%
Shares
7 transactions
Others Institutions Holding DFNM
# of Institutions
186Shares Held
21.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$124 Million3.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.3 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$57.2 Million2.25% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.2 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL885KShares$42.4 Million1.92% of portfolio