Strategic Investment Solutions, Inc. /Il Dimensional ETF Tr Natl Mun Bd Transaction History
Strategic Investment Solutions, Inc. /Il
- $310 Billion
- Q2 2024
A detailed history of Strategic Investment Solutions, Inc. /Il transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Strategic Investment Solutions, Inc. /Il holds 29,162 shares of DFNM stock, worth $1.42 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
29,162
Previous 28,004
4.14%
Holding current value
$1.42 Million
Previous $1.36 Billion
3.06%
% of portfolio
0.45%
Previous 0.24%
Shares
6 transactions
Others Institutions Holding DFNM
# of Institutions
179Shares Held
20.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$126 Million3.59% of portfolio
-
Foster Group, Inc.1.22MShares$59.2 Million2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$58.1 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.8 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL885KShares$43 Million1.92% of portfolio