Quarry Hill Advisors, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Quarry Hill Advisors, LLC
- $149 Billion
- Q2 2024
A detailed history of Quarry Hill Advisors, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Quarry Hill Advisors, LLC holds 20,695 shares of DFNM stock, worth $1 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
20,695
Previous 14,752
40.29%
Holding current value
$1 Million
Previous $709 Million
39.36%
% of portfolio
0.66%
Previous 0.52%
Shares
7 transactions
Others Institutions Holding DFNM
# of Institutions
178Shares Held
20.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$125 Million3.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.9 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$57.8 Million2.25% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.6 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL885KShares$42.8 Million1.92% of portfolio