Strategic Investment Solutions, Inc. /Il Dimensional ETF Tr Natl Mun Bd Transaction History
Strategic Investment Solutions, Inc. /Il
- $334 Billion
- Q3 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 29,091 shares of DFNM stock, worth $1.39 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
29,091
Previous 29,162
0.24%
Holding current value
$1.39 Million
Previous $1.4 Billion
0.86%
% of portfolio
0.42%
Previous 0.45%
Shares
7 transactions
Others Institutions Holding DFNM
# of Institutions
204Shares Held
22.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$124 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$56.9 Million2.25% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$45.7 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.9 Million4.9% of portfolio